Managing Customers

Customer Groups

Customer Groups are a way of grouping your Customers together. These can be useful for reporting, allowing certain Customers to use special features (like putting sales on account) and providing special pricing to Customers.

Creating Customer Groups

  1. Open the Menu
  2. Select Customer Management
  3. Select Customer Groups
  4. Select the Add Customer Group button

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  1. Fill in the applicable fields on the edit page
  2. Press Save to finalise

Customer Group Fields

Field Description
Name The name of the Customer Group
Default Receipt  The default receipt template that will be used for this Customer Group
Email Receipt The default email receipt template that will be used for this Customer Group
Auto Print Receipt Whether sales receipts should be printed automatically for Customers within this group
Auto Print Parked Receipt Whether parked sales receipts should be printed automatically for Customers within this group
Auto Email Receipt Whether sales receipt emails should be sent automatically for Customers within this group
Loyalty Enabled for this customer group Whether Customers within this group should receive loyalty
Disable Promotions If enabled, any Customers within this group will not receive any promotions
Customer Group Price List The Price List that applies to the entire group
Special Pricing The Special Pricing that applies to the entire group
Allow Account Sales Whether Customer's within this group can complete sales without paying for them (by putting them "on account")
Account Limit Enter a limit for all Customers within this group. By default this field will be unlimited. 
Payment Receipt The default receipt template that will be used for this Customer Group
Statement Template The default statement template that will be used for this Customer Group
Auto Print Payment Receipt Whether payment receipts should be printed automatically for Customers within this group
Require Order Reference Prompts the user to enter a reference number when the customer is added to the sale
Credit Terms Specify credit terms in this section, please format terms as an ISO 8601 duration.