WiseUp POS

Customer Groups

In customer Groups, you can classify a customer as Retail Customers, WholeSale Customer, Friends, Colleagues and whatever you will love to…

1. To add a “Customer Group” go to Contacts -> Customer Groups & Click on the “Add” button.

2. It will show a popup asking for customer group name & Calculation Percentage. Calculation percentage is used to calculate selling price.

Example:

– Suppose if the Selling Price set for a product Product1 is $200

– Customer Group Name = Friend

– Calculation Percentage = -20

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– Note: -20 (notice a minus sign) or you may set it 20 = +20%

– And you have created a customer with Harry with Customer Group assigned as Friend.

– Now go to POS or Sell screen. Select the customer Harry and add the product1.

– You will notice that the selling price set for the product1 will be 200-20%=$160.

This is how the customer group works.

Customer Group does an internal calculation and applies the calculation percentage to the selling price. It will not show a separate discount on the invoice or the POS screen.

This feature is highly useful when you have retail, wholesale or different customer categories.

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