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Using customer groups in Retail POS (X-Series)

Customers can be assigned to groups in Retail POS. This is useful for promotions and price books, which can be made available to certain customer groups to only offer them a unique or discounted price as opposed to every one.

This is also useful for reporting because you can filter reports by customer group.

Customer groups can be imported via CSV by specifying the customer group name under the column heading customer _ group _ name. They can also be created within Retail POS.

1. To add a customer to a customer group, navigate to Customers > Groups.

2. Next, click Add group. Specify a group ID and group name.


3. To assign customers to this group, add them to this group by using the drop-down menu in the edit customer/create customer page.


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