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 amount of customers added.
- Customers and customer groups can be either active or inactive.
- Deleted customer groups are deleted permanently and must be added again for future use.
- Loyalty points and discounts can't be added to deactivated and inactive customer groups.
To manage your customer groups in the Backoffice, go to Customers > Customer groups.
Add a customer group
- Enter the title of the customer group you want to add in the Add customer group section.
- Select a status from the dropdown. Status is either Active or Inactive.
- Click Add.
Assign customers to customer groups
Customers can only be assigned to customer groups from the Dutchie Register. You can also request a bulk update of your customers list to manage customer group assignments.
- In the Register, search for an existing customer.
- Only existing customers can be assigned to customer groups.
- 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.
- Click the pencil icon or Edit Profile.
- On the customer/guest profile, scroll to the bottom of the Personal section and click the + sign next to Discount Groups.
- Select a customer group from the dropdown.
- Click the + sign again to assign the guest to more groups.
Deactivate a customer group
If you deactivate a customer group, the discounts associated with it will no longer be available to those customers.
- Select the customer group you want to deactivate.
- 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.
- Go to the customer group you want to delete.
- Click the ellipsis … at the end of the row.
- 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:
- Go to Customers > Customer groups.
- Select a customer group.
- Click the Add discount button.