1. Navigate to “Customer Groups” #

1. Log in to your back-office.
2. In the purple sidebar, click Customers.
3. Select Customer Groups.
4. You’ll see the All Customer Groups table with a purple + Add button in the top-right.

2. Why Use Customer Groups? #

• Apply automatic price adjustments via “Calculation Percentage”.
• Assign a default Selling Price Group for custom menus.
• Filter reports and marketing exports by segment.

3. Add a New Customer Group #

1. Click the purple + Add button.
2. In the pop-up form, fill in:
   • Customer Group Name – e.g., “Wholesale”, “VIP”, “Cafe”.
   • Calculation Percentage – e.g., 10 for +10 % markup, -5 for 5 % discount (optional).
   • Selling Price Group – link to an existing price group (optional).
3. Click Save. The new group appears in the list.

Note: Calculation percentage stacks on top of the product’s selling price when this group is selected at POS or in sales.

4. Edit or Delete Groups #

• Edit
  1. Click the blue Edit button in the group row.
  2. Update name, percentage, or linked price group, then Update.
• Delete
  1. Click the red Delete button.
  2. Confirm the prompt. (Deletion is blocked if customers are assigned.)

5. Assign Customers to a Group #

1. Go to Customers ➜ List Customers.
2. Select rows via checkboxes.
3. Click Add to Group below the table and choose the group.
4. Alternatively, open Edit on a single customer and pick the group from the drop-down.

6. Table Tools & Filters #

• Search: Filter groups via the search box (top-right).
• Show Entries: Adjust pagination size (25 / 50 / 100).
• Export & Print: Buttons for CSV, Excel, PDF, and Print.
• Column Visibility: Hide or show the Calculation % or Selling Price Group columns.

7. Troubleshooting #

8. Best Practices #

• Use clear names (“Retail”, “Corporate”) for easy staff recognition.
• Keep percentage small (±1–20 %) to avoid extreme pricing errors.
• Export the group list regularly for marketing segmentation.
• Combine with Selling Price Groups for complex pricing strategies.

9. Done! 🎉 #

You now know how to create, edit, delete, and leverage customer groups for targeted pricing and reporting. Happy grouping!