Customer Groups
The Customers module of Tapa POS enables you to manage accounts receivable and in-house charging. Customer Groups define the default settings that customers inherit when they are added to that group.
Set up Customer Groups first
Before adding customers, set up the groups you want to use in the Customers module.
What Customer Groups do
Customers can be assigned to groups, and those groups define the default settings applied to each customer account in that group.
- Price Model
- Expiry Date
- Credit Limit
- Debit Limit
- Time Profile
- Loyalty
How to add a Customer Group
- Select Groups in the Customers module.
- Click the New Group button.
- Enter the name of the customer group in the Description box.
- Select the settings required for the group.
- Click Save when finished.
Group settings explained
- Price Model: the price model used when an account in this group is selected.
- Expiry Date: the date after which an account in the group can no longer be used.
- Credit Limit: the maximum amount that can be charged to an account in the group.
- Debit Limit: the maximum amount that can be added to an account in the group.
- Time Profile: controls when accounts in this group can be used.
- Loyalty: customers in the group inherit the loyalty setting applied here.
FAQ
Do customers have to be assigned to a group?
Groups are strongly recommended because they provide consistent default settings for accounts, but exact setup will depend on how your site manages customer charging.
Can different groups use different price models?
Yes. Each group can have its own default price model so customers in different groups can be charged differently.
What happens if I change a group after customers already exist?
That depends on how your customer setup is managed, so it is best to review existing accounts carefully before changing live group defaults.