Customer Groups are used for customer loyalty purposes. 

To add a new Customer Group

1. Select the + at the bottom of the Cust Groups screen 

2. In the Add Customer Group screen, you will enter a name for the Customer Group under Description 

3. You can add Customers based on the following two options 

   1. Customers - this will allow you to search for customers manually that are active in Percent POS by selecting the + 

   2. Rules - this will allow you to select one or multiple of the following conditions to have those customers to be automatically added to your customer group

      1. Customer Group - will allow you to use other customer groups that are active in Percent POS 

      2. Phone Number - will allow you to add customes automatically based off the phone number saved in customer account 

      3. Company Phone Number - will allow you to add customers automatically based off company phone number saved in customer account 

      4. Email - will allow you to add customers automatically based off email address saved in customer account 

4. You will also have a Loyalty type selection for the customers in this group. Loyalty type will allow you to set one of the following percentage types for the Customer Group:

   1. Default Percentage - this percentage type is the percentage set in the System Settings for how much a customer in this group will earn in points based on their purchases. See System Settings for more information 

   2. Custom Percentage - this percentage type is a custom percentage you can set for this specific customer group for how much a customer in this group will earn in points based on their purchases

5. Once you have added the customers and percentage, press Save to activate your customer group.