With Customer Groups, you can categorize customers into Retail, Wholesale, Friends, Colleagues, or any other group that fits your business model. 🏪📊

This feature is especially useful if you want to apply automatic price adjustments for different customer types! 🚀

➕ Adding a Customer Group #

✅ Go to → Contacts → Customer Groups
✅ Click on the “Add” button
✅ A popup will appear asking for:

• Customer Group Name (e.g., Wholesale, Friends, VIP)
• Calculation Percentage (%) (Adjusts selling price)

✅ Click “Save” 💾

💰 How Does the Calculation Percentage Work? #

The Calculation Percentage adjusts the selling price based on the assigned Customer Group.

Example Scenario #

🔹 Product Selling Price = $200
🔹 Customer Group Name = Friends
🔹 Calculation Percentage = -20% (Notice the minus sign)

If you assign a customer (Harry) to the “Friends” group:

✅ When Harry buys Product1, the system automatically applies the discount:

• $200 – 20% = $160 🎉

💡 Note:

• You can also set it to +20% to increase the selling price for certain customer groups.
• The discount won’t show separately on the invoice or POS screen—it is directly adjusted in the price calculation.

📊 Viewing Customer Group Reports #

Want to see which customer group is generating the most sales?

✅ Go to → Reports → Customer Groups Report
✅ View sales data categorized by Retail, Wholesale, or any other group

This helps you analyze customer trends and optimize your pricing strategy! 📈

With BillBook’s Customer Groups feature, you can automate pricing adjustments, categorize customers efficiently, and gain insights into sales performance! 🚀📊

Let me know if you need any refinements! 😊