What this page is for
Customer groups lists the groups your business sorts customers into, such as Staff or Corporate. A group does one thing: it is what a price list is assigned to, so the till charges a group member that list's prices. Put a customer in a group from their own form; see New customer.
The list shows live groups. Set the Active filter to No to see retired ones.
A group is retired, never deleted, because past bills still name it. Retiring changes no price: it only stops the group being chosen for more customers. Customers already in it keep it. To stop the group's prices, switch off its price list assignment under Price lists.
Everyone whose role can view customers sees this page. Adding, renaming, retiring and reactivating need a role that can manage customers.
How to…
How to add a group
Press New customer group. See New customer group.
How to rename a group
Press the row, or choose Rename from its row menu. A retired group must be reactivated before it can be renamed.
How to retire a group
Choose Retire from the row menu, and confirm.
How to reactivate a group
Set the Active filter to No, then Reactivate from the row menu. It is refused if a live group has taken the name in the meantime; rename or retire that one first.
Worked examples
Restaurant and bar
The Acacia Grill & Bar keeps a Staff group with its own price list, so a waiter eating after a shift is charged staff prices once the cashier picks them as the customer.
Salon or car wash
Sparkle Car Wash & Salon adds a Fleet group for the taxi companies it washes for, and assigns it a cheaper price list.