Documentation

Groups

Adding Customers to Groups allows you to provide group discounts, group e-mails, and more. A customer can be added to one group. A default group can also be defined. You can add as many groups as you need. Loyalty can also be enabled, or disabled depending on the group preference. A group might consist of Wholesalers, Regular Customers, or others. 


Groups

Groups must be created in the Back Office. Customers can be assigned a group during creation, in both the Back Office and Terminal. Groups can be renamed, deleted, and created in the Back Office. If you offer a loyalty program, you can disable the loyalty offerings for each group.

 

Creating A New Group
  1. Navigate to the eQuate Back Office
  2. On the left navigation bar, click "Accounts", then click "Customers & Groups".
  3. On the top tab menu, select "Groups".
  4. On the top button menu select "Create Group" (see Figure A).
  5. Add the details of the group and click "Save Changes" when you are complete (see Figure B).
Modifying An Existing Group
  1. Navigate to the eQuate Back Office
  2. On the left navigation bar, click "Accounts", then click "Customers & Groups".
  3. On the top tab menu, select "Groups".
  4. Find the group row you want to edit, and click "Action", then "Edit".
  5. Edit the group details and click "Save Changes" when you are complete (see Figure B).
Figure A

Adding a new Group in the Back Office area.

Figure B

After creating/modifying the Group, click "Save Changes".


Group Discounts

Group Discounts take precedence over all other discounts. If a Customer is added to a Sale that is apart of a Group Discount, no individual discounts will be added; only the group discount will apply.

 

Editing A Group Discount
  1. Navigate to the eQuate Back Office
  2. On the left navigation bar, click "Accounts", then click "Customers & Groups".
  3. On the top tab menu, select "Groups".
  4. Find the group row you want to edit, and click "Action", then "Edit" (see Figure C).
  5. Edit the discount value (percentage) and click "Save Changes" when you are complete (see Figure D).
Figure C

Edit an existing Group in the Back Office area.

Figure D

After modifying the Discount percentage, click "Save Changes".