Customer Groups and Customer Maintenance

CUSTOMER GROUPS AND CUSTOMER MAINTENANCE

Customers can be set up with special pricing and Accounts Receivable (A/R) functionality. Customers are to be assigned to a Customer Group with specific pricing rules, and A/R charges can be paid at the till. For details on processing A/R payments, refer to the document Sales Invoices and Customer A/R at the Till.

Customer Groups

All customers must belong to a Customer Group, which defines pricing rules and discounts. For example, you might create a ‘Staff’ group to apply an automatic staff discount.

To create or edit a Customer Group:

• Go to: Customers>Customer Groups.

• Assign a Group Name and select a ‘Reward Option’ (usually a Discount %).

• If a discount applies, select the Discount Type (e.g., Price 1, Cost, etc.).

• Optionally, set the discount to apply on specific days of the week.

Discount Type Overview:

• Price 1: Shelf price (default). A 10% discount means 10% off regular retail.

• Cost: Applies a markup (e.g., Cost + 10%) over product cost.

• Price 2: Reserved for “2 for” pricing.

• Price 8: Often used for 3rd party delivery pricing.

• Cost + LTO or PL (Price List) Cost + LTO: Options for specific pricing strategies.

Each product can have up to 8 different price points in <Product Maintenance>, which you can use to define Customer Group pricing.

Surcharge Option:

If you want to charge customers more than the regular shelf price, you can apply a negative discount (e.g., -18%). This is often used for groups like ‘Skip’ or 3rd party delivery customers who are charged higher than in-store pricing.

Customer Maintenance

To create or manage customers:

• Go to: Customers>Customer Maintenance.

All customers must have:

• A Customer ID (usually their phone number),

• A Customer Group, and

• A Customer Name.

If you want a customer to be able to charge purchases to an A/R account at the till, check the ‘A/R Customer’ box.