Creating a Customer and Customer Group

You can grow your business by fostering customer loyalty.

How to Add a Customer

Step 1:

Go to Customers, then click the ADD CUSTOMER button.

Step 2:

Fill up all fields as much as possible.

PROFILE:

IMPORTANT NOTE: Only First Name and Last Name are required fields. The others are optional, so you can already save the customer record after typing the name.

CONTACT DETAILS:

HOME ADDRESS:

COMPANY INFO:

MEMBERSHIP:

Note: You can group customers into membership types where you can give discounts and points per purchase.

OTHERS:

Step 3:

Once done, click the Save button.

Step 4:

All saved customers will be displayed under the Customers tab.

How to Create a Custer Group

You can group customers into membership types so you can give discounts and points for each purchase. Here are the steps to add membership type:

Step 1:

Go to Customers. Then under the Memberships tab, click ADD GROUP button.

Step 2:

Fill up the Membership Details first. You can input any preferred Group Name. You can also leave the discount to 0% if you do not want to give an auto-discount for this membership.

Step 3:

You can also edit the Points Conversion section if you would like to give points as a reward per purchase.

Step 4:

Click SAVE button to add the new group and view it under Memberships tab.

How to Add a Customer to a Loyal Group

You can add customers into loyalty groups so you can give them discounts and points for every purchase. Here's how:

Step 1:

Go to Customers. Under the Memberships tab, click on a Customer group to open it.

Step 2:

Search for the name of the customer and press enter to display it on the list.

Step 3:

Once you have added the customers, click the SAVE button to save.

Step 4:

You can also view how many members are inside of the group.