You can create and assign customers to groups in Retail POS. This is useful for promotions and price books, which can be made available to certain customer groups to offer them a unique or discounted price.
This is also useful for reporting because you can filter reports by customer group.
Creating a customer group
- Navigate to Customers > Groups.
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Click Add group.
- Enter the group name. Group names are visible to the customer and should be clear and appropriate.
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Click Add group.
Adding customers individually to a group
Once you've created a customer group, you can add customers to it. You can also assign customers to a group when adding the customer. Customers can only be assigned to one group at a time.
- Navigate to Customers > Customers.
- Locate the customer and click the pencil icon to edit their details.
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Select a group from the Customer group dropdown.
- Click Save changes.
Adding customers to a group in bulk
If you want to add many customers to the same group at once, you can perform a bulk action on the Customers page. Customers can only be assigned to one group at a time.
- Navigate to Customers > Customers.
- Click the checkboxes beside the customers you want to add to the group.
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Click Choose an action.
- Choose Edit customer group > Update.
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Select the group from the dropdown and click Update customer group.
What's next?
Setting customer-specific tax rates
Create and save custom tax rules for customers who are tax-exempt, wholesale buyers, or those who live outside your region.