Customer Groups

Customer Groups let you categorize customers and apply group-specific pricing, discounts, or selling price tiers automatically.

Creating a Customer Group

1. Go to Contacts → Customer Groups → Add Group
2. Enter group name
   e.g. "Retail", "Wholesale", "VIP", "Staff"
3. Set a discount percentage (optional)
   All customers in this group will automatically receive this discount on every sale. Leave at 0 if you're using Selling Price Groups instead.
4. 4Save

Assigning a Customer to a Group

When adding or editing a contact, select their Customer Group from the dropdown. The group's discount rate or price tier will apply automatically whenever this customer is selected at POS.

Customer Groups vs Selling Price Groups: Customer Groups apply a flat percentage discount. Selling Price Groups give you precise control over the actual selling price for each product. Use Selling Price Groups when wholesale prices vary per product.