Customers can be assigned to desired customer groups. This can be done via two methods.
Customer Group Configuration
As a continuation from Customer Overview, click on the Customer List tab. Users can assign customers to customer groups.
1. Add Customer
Click on Add Customer.
a. Search for customers.
b. Click on Add Customer once done. Customers will be added to the group.
Pops out the Edit Customer Group window.
3. Customer Details
Shows users the list of customers added to the group and related information.
● Total orders (No of orders made)
● Total spent (Total amount spent)
● Last Order (No. of days)
4. Customer Configuration
Directs users to the customer configuration page. For more information, see Customer Overview.
5. Quick Settings
Click on the gear button for quick settings.
a. Order History – Directs user to customer’s order history page.
b. Account History – Directs user to customer’s account history.
c. Remove – Deletes customer from EPOS database.
Edit Customer through Customer Configuration
Alternatively, once a customer group is created, customers can be assigned to the group via Edit Customer, as a continuation from Customers, No.5.
1. At the Customer Main Page, search for the particular customer, click on the Customer Setting.
2. An edit customer window will be displayed.
3 Scroll down to List.
a. Type in the customer group created or click on the group in the drop-down box.
b. Click on Save Changes once done.
💡 Users are allowed to assign customers to multiple customer groups.