Customer groups for discounts and price levels

Customer groups let you treat sets of customers differently — wholesale buyers, staff, VIP members — without changing every product. A group either changes prices by a percentage or points to its own selling price group, and the POS applies it automatically when you pick the customer.

Create a group

1. Go to Contacts › Customer Groups and press Add (or Import prebuilt for ready-made groups).
2. Enter the Customer Group Name.
3. Choose how prices change (Price calculation type):
   • Percentage — enter the Calculation Percentage (%): -10 for 10 % off, 5 for 5 % more.
   • Selling Price Group — pick a price list such as Wholesale or VIP Members. Set those prices on each product (see Price groups).
4. Press Save.

/customer-group

Use it

• Assign a group on the customer form (Business & tax › Customer Group).
• At the POS, pick the customer: their group’s prices are used for every product you add.
• Reports › Customer Groups Report totals sales per group; the customers list can be filtered by group.

Prices and discounts

Contacts