Information - Customer Groups

Introduction

The Premier EPOS software has the function to group Customers together for the purpose of Special Offers and Discounts. The Customer Groups function can be found in Customers > Customer Groups. Please see below screenshot.

Once you click on the Customer Group button, this will open the Customer Groups window. Please see below screenshot.

Group Editor

The first tab in the Customer Groups window is the Group Editor. This is the section where you create or edit existing Customer Groups. A Customer Group must be created/selected before using the other tabs.

Creating a Customer Group

When creating a Customer Group the minimal amount of information that must be filled in is, Group Name, Discount Percentage and Minimum Restriction Level. All of these details must be filled in before creating the Customer Group.

Group Name

The Group Name is the first detail that you must enter when setting up a new Customer Group. The name is designed to represent the purpose of the Customer Group. For example a group for Staff members could be called Staff Group or a group for Tradesmen could be called Trade Group.

Discount Percentage

The Discount Percentage sets how much overall percentage discount the customer will be getting during a transaction. If you want to set discounts on single product or a range of products, that is achieved on the Group Discount tab.

IMPORTANT NOTICE: This discount can be set at 0%.

Minimum Restriction Level

The Minimum Restriction Level sets what level of User can add customers to this Customer Group during the Customer sign-up. We recommend setting this to match the minimum level of User with the ability to create customers.

Add Group

Once you have filled in the Group Name, Discount Percentage and Minimum Restriction Level, you are now ready to create the Customer Group. To create the group, you would now press Add Group button. Please see below screenshot.

These details are the minimum amount of information required to create a Customer Group, but there are additional options available on this tab, such as Points Multiplier, Price Level and more. The next part of this guide will cover these additional options.

Customer Group Options

Show Message

This option will pop-up a message for the Staff member on the Sales Screen when a Customer who is in this group is selected. This message is only viewable by the Staff member. Once you have filled in the Show Message box, the message will appear. Please see below screenshot.

Points Multiplier

By default the Points Multiplier is set to 1. This will give the Customer Group the normal amount of points during the sale. Setting the Points Multiplier to 2 or more with effect the value of the points on the item. This function will not effect a customer's existing points.

Price Level

This option sets the Price Level for all of the customers in this group. By default the Price Level is set to 1. The system has 5 different Price Levels. Changing the Price Level will effect all items in the cart during a sale. For further information on Price Levels, click here.

Apply Tax At End of Transaction

The Apply Tax At End of Transaction option is designed for wholesale customers who require separate VAT details.

Zero Tax For Customer

The Zero Tax For Customer option will force 0% VAT rate on all items sold to the customer regardless of the items normal VAT status.

Points For Customer Disabled

This option will prevent customers in this group from gaining new points. Enabling the Points For Customer Disabled option, will prevent the Point Multiplier function from taking effect. This will not effect a customer's ability to spend existing points.

Disable Offers For Customer

The Disable Offers For Customer option will prevent customer's in this group from using any Special Offers that have been setup in your system.

Group Members

This section will show all current members of the selected Customer Group. Additional members can be added using the Add Customer button. Pressing the Add Customer button will bring up the customer selection screen. You can highlight multiple customers on the selection screen and add them all at once.

Customers can also be added to a Customer Group on the Sales Screen, when you are editing or creating new customers.

Group Discounts

The Group Discounts section can set discounts on Single Products, Type Of Item, Type and Subtype and Manufacturer. It can apply either a Percentage Discount or set an entirely New Price. This option can also be applied to multiple Price Levels.

Automatic Group Joining

This is an advanced option that allows you to have customers automatically join a group based on several different purchasing item conditions. Please see below screenshot.

Multiple conditions can be added to a single group, but they must be set up one at a time.

If you have any additional questions about the above guide, please contact our Support Team on either 03303 800 142 or [email protected].

If you're a new customer and interested in joining Premier EPOS please click here for more information and to book your free demo.