Manage customer groups in Dutchie POS

Learn how to use Dutchie POS to create and manage customer groups to which you can assign special discounts.

By default, discounts apply to all customers. Assigning customers to Customer groups allows you to configure discounts that are only available for certain customers, such as special discounts for Employees, Locals, Veterans, or Seniors.

Customer groups are compiled and maintained manually. They are different from:

  • Customer types (medical, recreational, caregiver, etc.), which are used to enforce purchase limits, apply taxes, and more.
  • Customer segments, which provide an even more powerful and automated way to categorize customers based on their personal attributes, shopping behavior, and purchase history.

Things to know

  • Customer groups can have an unlimited number of customers.
  • Customers and customer groups can be either active or inactive.
  • Loyalty points and discounts can't be associated with deactivated or inactive customer groups. 

customer_groups.png

Add and manage customer groups

  1. In the Backoffice, go to Customers > Customer groups.
  2. Click Add group or select a group to edit.
  3. Enter a Title.
  4. Select a Status from the dropdown. Status is either Active or Inactive.
  5. If you have set up a Dutchie loyalty program with tiered accrual rates, you can also select a Default Tier for customers in this group. Note: You must have loyalty tiers set up for this option to appear.
  6. Click Save.
  7. For existing customer groups, you can also add discounts that should apply automatically to customers in this group. You can also assign customer groups when creating discounts.
bo_customers_add customer group.png

Assign customers to customer groups

You can request a bulk update of your customers list to manage customer group assignments.

In the Register

  1. Search for an existing customer. To assign a new customer to a customer group, save the new customer profile first, then reopen it to add the customer to a customer group.
  2. Click the pencil icon or Edit Profile. pos-customers-edit
  3. On the customer/guest profile, scroll to the bottom of the Personal section and click the + sign next to Discount Groups.
    pos_guest
  4. Select a customer group from the dropdown.
  5. Click the + sign again to assign the guest to more groups.

In the Backoffice

  1. Go to Customers and select an existing customer or click Add customer.
  2. Scroll to the Loyalty & Marketing section and use the Customer groups dropdown to select up to five groups.
    bo_customers_customer profile_loyalty and marketing section.png

Deactivate a customer group

If you deactivate a customer group, the discounts associated with it will no longer be available to those customers.

  1. Select the customer group you want to deactivate.
  2. Change the Status to Inactive. You can change it back to Active at any time.

Delete a customer group

If you delete a customer group, the discounts associated with it will no longer be available to those customers. Unlike deactivating a customer group, deleting a customer group cannot be undone.

  1. Go to the customer group you want to delete.
  2. Click the ellipsis … at the end of the row.
  3. Select Delete.

Create discounts for specific customer groups

Once you've created customer groups, you can create discounts that are only available to select groups. You can also assign existing discounts to a customer group:

  1. Go to Customers > Customer groups.
  2. Select a customer group.
  3. Click the Add discount button.

Learn more

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