Customer Category
Purpose of Customer Category
The Customer Category feature in TruePOS allows businesses to logically classify their customers into distinct categories such as VIP customers, Loyal customers, or Ordinary customers. This helps in effectively managing customers, enabling specific configurations, and fostering loyalty programs.
Why is Customer Categorization Important?
Customer categorization helps identify, track, and configure specific benefits for customers belonging to a particular group.
Example: You can create a category called "Loyal Customers" and configure a 10% discount on every purchase made by customers in this category.
Key Features of Customer Categorization
Accurate Customer Tracking: Easily monitor customer behavior and purchasing patterns.
Enable Loyalty Programs: Activate and manage loyalty benefits for specific categories.
Custom Discounts: Configure specific discount percentages for different customer groups.
Identify most and least profitable customers.
Target the right customers in marketing campaigns to increase sales.
Avoid unprofitable markets and customer segments.
Improve customer service and relationships by understanding customer needs.
Organize customers based on geography, business size, lifestyle, and behavior.
Implement strategies to retain customers and enhance their satisfaction.
Offer customized discounts and benefits to faster customer loyalty.
Step-by-Step Process
Navigate to Customer Category Screen
Go to Masters > Customer > Customer Category.
Add a New Customer Category
Click on the "Add Customer Category" option.
Enter Category Details
Fill in the required fields:
Category Name: (e.g., VIP Customers, Loyal Customers)
App Access: Enable app-based access for this customer category if needed.
Enable Loyalty: Turn on loyalty benefits for the category.
Discount Percentage: Configure specific discounts (e.g., 10%).
Save the Category
Click Save to add the new customer category.
1. Can I edit or delete an existing customer category?
Answer: Yes, you can edit or delete a customer category:
Navigate to Masters > Customer > Customer Category.
Find the category you want to modify.
Use the Edit or Delete option.
2. Will the configured discounts apply automatically during billing?
Answer: Yes, discounts for a customer category will automatically apply in the Sales Bill.
Answer: Yes, the Customer Category can be mapped for existing customers through the “Customer Update” migration.
For new customers, the Customer Category can be created and mapped in bulk through the “Customer Master” migration.
Related Articles
Item Category Value
Purpose The Item Category Value is an extension of the base item category, functioning like a subcategory. It allows for more precise classification of items, providing better organization and control over inventory and sales management. Benefits of ...Item Category Mapping
Purpose To perform a bulk update of item categories, we should utilize the Item Category Mapping screen. This feature allows users to efficiently update categories for a large number of items at once. For example, if a customer needs to update the ...Item Category
Purpose: An Item Category represents a group or collection of items with similar characteristics. It enables efficient categorization for pricing and reporting purposes. For example, an apparel store can categorize products like kids' dresses by ...How to create Quick add customer via sales screen?
Purpose- To add the customer details during billing.We can add the quick add customer by entering the phone number also.Apart from adding Customer in Customer screen or Importing Customer in Master Migration screen, you can also add the Customers in ...Price Level Master Migration
Price Level Master Migration Price Level Master Migration Purpose : Price levels allow you to set multiple pricing options for each inventory item. Each customer can be assigned a specific price level, which determines the default item price that ...