Add a customer with what you have, and put each one in a group such as Wholesale or Dealer. Each group can also have its own discount percentage.
4 things it does
Add a customer with only a name or a phone number to start
In every edition
Do I have to fill in every field to add a new customer? Only a name or a phone number is needed to create a customer. No other field is required.
Without it
A new customer wants to be on your list, but the form asks for a long set of details. You may know only a name, so you put the job off and it piles up.
With it
Only a name or a phone number is needed to start a customer. The other fields can stay empty until you have them.
No other field is required, so the form can stay short. You can fill in the other details later, when the customer gives them to you. A customer you create this way can be found by that name or number.
A new customer needs only a name, so the other boxes can stay empty.
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A phone number belongs to one customer, so no two records clash
In every edition
What happens if I save a phone number that another customer already has? The save is refused and the holder of the number is named, so one phone number cannot belong to two customers. A number a customer already holds can still be edited.
Without it
Two customers end up with the same phone number, or a number is typed onto the wrong card. A message, a reminder or a balance then reaches the wrong person.
With it
If you save a number that another customer already holds, the save is refused and the holder is named. You see the clash the moment you save.
The screen names the customer who holds the number, so you can see whether it is the same person.
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Sort your customers into groups, such as Wholesale or Dealer
Basic and Professional
Can I group my customers into types such as Wholesale, Dealer or VIP? Each customer belongs to one group. The software comes with Retail, Wholesale, Dealer, VIP, Employee and Corporate, and you can add your own. A change to a group applies only to future sales.
Without it
Your customers are one long list. Wholesale buyers, dealers and staff sit together, and you cannot tell at a glance which kind of customer is which.
With it
Each customer belongs to one group, and you can see who is in each group. When a customer moves to another group, the change applies only to future sales.
Each customer belongs to one group, so the kind of customer is always clear. You can add your own groups to suit the shop. A change to a customer's group applies only to future sales, and the sales already made are not changed. Each group's page shows its members.
Other ways people ask this
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Give each group of customers its own discount percentage
Basic and Professional
Can I group my customers and give each group a discount? Name your customer groups, such as Retail or Dealer, and see who is in each. A group holds a name, its members and a discount percentage.
Without it
Dealers and staff should pay a different rate from walk-in buyers. Without groups, you must remember the rate for each person, and you may forget.
With it
Each group has a name, its members and a discount percentage. You can see who is in each group, and set its percentage in one place.
Open a group to see what it gives, and the customers in it with what each one owes. You can add customers to a group from the group's own page.
Group customers so each group gets its own discount.
Other ways people ask this
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