What it is for
A wholesaler or semi-wholesaler does not sell at the same price to everyone. A customer group (for example “Wholesaler”, “Reseller”) gives its customers:
- a price list: its own price incl. tax for certain products;
- and/or a discount percentage on the till price for all other products.
A customer belongs to one group at most.
Creating the groups: in the owner's area
Groups and their prices are created in the owner's area, Customer groups (from the Catalogue). They reach all tills with the catalogue at the next sync; the till then applies them even offline. They cannot be changed on the till.
Putting a customer in a group
Customers and credit › the customer's record › Customer group › choose the group › Save (manager or owner). No group takes them out. The change goes to the owner's area and the business's other tills.
At the till
- Below the receipt, tap Customer (or Loyalty customer) and choose the customer: their group shows next to their name.
- The receipt is recalculated straight away: each line concerned shows Wholesaler price and the old price struck through.
- Removing the customer (×) brings back the normal prices.
Applying a customer's prices is a permission (“Apply a customer's prices”): all basic roles have it; with a custom role that does not, the chosen customer earns or spends their points but the receipt stays at normal prices.
The same customer is also the one who earns or spends points and, if they pay on credit, the one whose credit book is charged: a receipt never mixes two customers. A quote made from the receipt keeps the customer and their prices; put on hold and resumed, the receipt keeps its customer.
The order in which prices are worked out
- Till price: base price, or the scheduled price in force, or this shop's own price.
- Group price: the group's list price for this product, if there is one and it is lower — a group never makes a customer pay more than a customer with no group (if the shop price or a scheduled price cut is already lower, it stays);
- otherwise the group percentage applied to that price (rounded to the cent, per unit).
- Automatic promotions — never on a line at the group price: the group price and a promotion do not stack. The other lines on the receipt (with no group price) keep their promotions. A receipt promotion (“from 300 MAD…”) counts only those other lines to reach its threshold, and its discount applies only to them.
- Manual discounts by the manager (line, then receipt), with a reason — always possible, including on a line at the group price.
- VAT, line by line, on what is left.
Example: sugar at the group price of 10.50 (instead of 12.00) and a “sugar −20 %” promotion: the customer pays 10.50, not 8.40. A receipt with 31.50 of sugar at the group price and 7.00 of tea does not reach a “−5 MAD from 30 MAD” promotion (only the 7.00 of tea counts).
A price changed by the manager overrides everything (the group is not applied on top). A scale label keeps the printed price. Café and restaurant orders keep the menu prices: so a till with the café plan does not apply groups (not on the receipt, the quote or a held basket).
Receipt, invoice, returns
- The receipt shows Customer prices: Wholesaler and, on each line concerned, the normal price (“instead of”). The invoice and the quote show it too.
- A return refunds the price actually paid (the group price). An exchange prices the new items at the current prices of the original sale's customer: the exchange screen shows Wholesaler price and the normal price struck through under each new item; paid on credit, it goes on that same customer's credit book.
- Loyalty points are earned on what the customer paid.
- A group archived in the owner's area no longer applies; past sales keep their prices.