Creating & Assigning Customer Groups
Customer groups are a popular way for retailers to set different price levels and/or discounts to a specific group of customers.
These groups might include:
• First 100 Customers
• Wholesalers
• VIP Customers
If you assign a customer to one of the created groups, they will get a percentage discount on any or all items, as you’ve specified in Uprow.
Customer Groups Overview
Before we start looking at how to set and assign customer groups, let’s look at the Customer Groups screen in Uprow, to give you a complete overview on what’s on the screen so that you can better familiarize yourself with it.
To begin, select Customers on the Uprow menu and navigate to the Customer Groups screen.
This is where you’ll find all your customer groups, and where you’ll be able to create and edit new customer groups, as per your business requirements.
+ New Group
Select the + New Group button, to open a new pop up, where you’ll be able to create a new Customer Group.
Customer Groups List View
The Customer Groups List View is in reference to the columns occupying this section. Below we’ll go through what each column means:
Group Name
The Customer Group’s name. Always important to have a name that is easily definable.
Date Created
The date and time when the respective group is created
Number of Customers
Total number of customers in that group
Manage Records
It contains the pencil icon and bin icon to edit and delete the respective group.
Creating Customer Groups in Uprow
Let’s take a look now at how to create Customer Groups in Uprow. To begin
• Go to Customers tab and click on Customers and then click Customer Groups in the left side
menu, this will take you to the page where you can see all the customers groups available.
• Click + New Group button on the upper right corner that will open up a pop up to add new group.
• In + New Group, Specify the group name.
• Click Save button.
Assigning Customers to Customer Groups
Once you have created your customer group, you’ll obviously need to add some customers to it!
The first step, is to make sure that customers have been created, or to create the customers if a profile has not yet been made.
Please read “How to add a new customer in Uprow” .
To begin, select the customer that you want to add into the group, in the Customers section in Uprow
From there, click on the pencil icon next to the customer’s personal details, to open a new page with various detail fields that you can edit.
Head to the Customer Group field, and click on the drop-down box and select the Customer Group the customer belongs to.
Click SAVE once you have selected the Group you want to assign to the customer, and he/she will be added there instantly.
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