If you want to give your customers 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.
I. Add Customer Group through the Contacts Menu
Step 1. Go to Contacts, Click More Menu, then Select Customer (Group)
Step 2. Click Add
Step 3. Fill in Customer Group Detail, then Click Save
Fill in the group name and other properties on the form, then click save.
Customer Group Properties Index :
Column | Description | Data Type | Example |
Name* | Customer group name | string | VIP Gold Member |
Description | Customer group description | string | Special discounts for loyal customers |
Loyalty Point Enabled | Whether customers in this group can use loyalty point or not | option | Yes |
Order Discount | Fill with numbers without the '%' percentage symbol | numeric | 25 |
(*)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 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, Then Fill Customer Name
Step 2. Click 'Detail' Tab, Choose Group, Then Click Ok
The customer will be created in the contact menu with the 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 Settings, Click Module, Then Contact, Choose Default Customer Group, Then Click Save
For example, we will select the "VIP Gold Member" Customer group as the default Customer group when adding a new Customer from the Sell menu.
Step 2. Go To Sell, Then Make New Customer
The customer will be assigned to the previously configured default group
(Tutorial Video) Create Customer Group :
Related Articles:
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 a 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
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).
For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.