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CUSTOMER GROUPS

Customer Groups let you categorise customers — Retail, Wholesale, Staff, Resellers — and automatically adjust the prices they pay.

Creating a group

  1. Go to People → Customer Groups and click Add.

  2. Give the group a name and choose how its prices are calculated:

  • Percentage — adjusts the normal selling price by a percentage. For example a Wholesale group with -10 sells everything at 10% below the standard price; a positive value marks prices up.

  • Selling price group — links the group to a named price list, so members are charged the prices defined in that Selling Price Group instead of a blanket percentage.

Assigning customers

Open a customer under People → Customers (or create a new one) and pick the Customer Group in the customer form. A customer belongs to one group.

What happens at the till

When a cashier selects that customer on the POS or a sale, prices adjust automatically according to the group — no manual discounting needed. Sales reports can then be reviewed per customer to compare group performance.

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