Setup Retail Customer Groups
YouTube: How to Set Up Retail Customer Groups?
How to Set Up Retail Customer Groups?
In this tutorial, you will learn how to create, manage, and utilize Retail Customer Groups in Logic ERP. This feature helps you organize customers, apply group-wise discounts, and analyze performance effectively.
Open Retail Customer Group Setup
To begin:
Go to the Main Menu.
Open the Setup Module.
Navigate to Customer Database.
Click on Setup Retail Customer Groups.
This window allows you to create and manage customer group structures.
Customize Group Structure
Right-click on any group.
Select Rename to modify the group caption as required.
Create Retail Customer Groups
Select the desired group level.
Click Refresh.
Enter the Group Name(s).
Click Save.
Result: New customer groups will appear in the group tree structure.
Assign Customers to Groups
You can assign customers in two ways:
Method 1: Allocate from Group Tree
Right-click on the desired group.
Select Allocate Items.
Choose multiple Retail Customers.
Assign them to the group.
Method 2: Assign During Customer Creation
Go to Setup Retail Customer.
Create a New Customer.
Assign Group:
In Retail Customer Groups, press Spacebar at the desired level.
Save the details.
Customer is now linked to the selected group.
Define Group-Wise Discount Defaults
You can apply default discounts based on customer groups.
Steps:
Open Setup Retail Customer + Group Brand Wise Discount.
Apply Customer Filter.
Select the required Retail Customer Group.
The system will display all customers under that group.
Define Discount:
Enter Date Range
Apply discount in:
CD (Cash Discount)
TD (Trade Discount)
Click Save
Discounts will be automatically applied for that group.
Analyze Group Performance
To review sales performance:
Navigate to Reports Section.
Open Retail Customer Wise Sales Analysis Report.
Apply Group Filter
Use Customer Database Filter.
Select the desired Retail Customer Group.
Generate the report.
Report Insights
The report displays:
Sales data for selected customer group
Performance comparison within group
Helps in targeted analysis and decision-making.
Key Benefits of Retail Customer Groups
Organize customers efficiently
Apply group-wise discount strategies
Simplify bulk customer management
Analyze group-level performance
Improve targeted marketing efforts
Final Outcome
You have successfully learned how to:
Create Retail Customer Groups
Assign customers to groups
Apply Group-Based Discounts
Analyze performance using reports
Your system is now optimized for better customer segmentation and sales strategy.
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