Create Customer Group

If you want to give your customer special offers, We provide you with customer group features. When you separate customers by groups, you can also set different discounts for each customer based on their group.

The customer group is a special treat for your customer who has been registered as a special customer. They will be given a special discount when they're making transactions.

Table of Content :

I. Add Customer Group through Contacts Menu

II. Assign Customer Group to Contacts

III. Customer's Display on Sell

IV. Add & Assign Customer to Group in Sell Menu

V. Set Customer Groups by Default in the Sell Menu

I. Add Customer Group through Contacts Menu

Step 1. Go to Contacts, Click More Menu, then Select Customer (Group)

Step 2. Click Add

Step 3. Fill Customer Group Detail, then Click Save

Fill in the group name and other properties on the form, then click save.

Customer Group Properties Index :

(*)is required

II. Assign Customer Group to Contacts

Step 1. Go to Contact (Customers Tab), then Select Any Customer

Select and edit the contact that you want to assign to the customer group.

Step 2. Click Edit, Assign Customer to Group, then Click Save

Select the group that you want to assign to the contact, then click save.

III. Customer's Display on Sell

If you select the contact that you already assigned to the group in the sell menu, the customer will get the discount based on the group that you have been set before.

IV. Add & Assign Customer to Group in Sell Menu

Besides creating a customer group in the Contacts menu, you can also directly assign new customers from the Sell menu to the available groups. To directly set the customer group in the sell menu you can follow the steps below:

Step 1. Go to Sell, then Click + Button

Step 2. Fill Customer Form, then Click Detail Tab

Step 3. Select & Choose Customer Group, then Click OK

The customer will be created in the contact menu with assigned group.

V. Set Customer Groups by Default in the Sell Menu

You can also set the default group that will be assigned to the new customer from the Sell menu. To set the customer groups by default, you can follow the steps below:

Step 1. Go to Setup, Click More Menu, then Choose Module

Step 2. Click Contact Tab, Select Customer Group, then Click Save

For the example, we will choose Diamond as the default customer group when there's a new customer added from the Sell menu.

Step 3. Go to Sel, then Create New Customer

The customer will be assigned to the default group that we set up before

(Tutorial Video) Create Customer Group :

You might also like to read these articles below :

• To add new customers, you can check this article Add New Customer & Supplier

• If you want to add customers/suppliers in bulk, maybe you can check the steps in this article Import Customer / Supplier

• To add member-exclusive for an outlet, you can also check this article Member Exclusive for Outlet

• If your customer turns out to be your supplier too, you only need to make 1 contact, you can check this article Assign Customer Contact as Supplier