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Customer Groups

With customer Groups, you can classify a customer as Retail Customers, Wholesale Customers, Friends, Colleagues and whatever you will love to.

To add a “Customer Group”:

1. Go to Contacts -> Customer Groups & Click on “Add” button.

2. It will show a popup asking for customer group name & Calculation Percentage.
Calculation percentage is used to calculate selling price.

Example:

– Suppose if the Selling Price set for a product Product 1 is $200
– Customer Group Name = Friend
– Calculation Percentage = -20

Note: -20 (notice a minus sign) or you may set it 20 = +20%

If you have created a customer named Harry with Customer Group assigned as Friend, now go to POS or Sell screen. Select the customer Harry and add the product 1.

You will notice that the selling price set for the product 1 will be 200-20% = $160, this is how customer Group works.

Customer Group does an internal calculation and applies the calculation percentage to the selling price. It will not show a separate discount on the invoice or on the POS screen.

This feature is highly useful when you have retail, wholesale or different customer categories.

You can view reports for different customer groups from “Customer Groups Report” or in other terms if you have retail and wholesale customer group you can see which type of customer group is giving more sales.

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