RC Customer Groups

Admin Dashboard > Customers > Customer Groups

Purpose: The Customer Groups section in the Admin Dashboard is designed to allow administrators to categorize customers into different groups based on specific criteria. This segmentation enables tailored pricing, promotions, and tax settings, helping rental companies streamline operations and offer customized experiences to their customers.

What It Is Used For:

• Tailored Pricing and Discounts: Apply unique pricing rules or tiered discounts for specific customer groups.
• Tax Rules Application: Assign different tax rates to groups (e.g., wholesale customers vs. retail customers).
• Promotions: Offer targeted promotions or benefits to specific groups.
• Access Control: Control access to specific areas or features of the website based on group membership.
• Enhanced Management: Simplify administrative tasks by categorizing customers into manageable groups.

How to Use the Customer Groups Section

Viewing Existing Customer Groups:

1. Navigate to the Admin Dashboard > Customers > Customer Groups.
2. A list of existing customer groups will be displayed, including:
   • Group Name
   • Tax Class
   • Created Date
   • Number of Customers Assigned to Each Group

Adding a New Customer Group:

1. Click on "Add New Customer Group":
   • This button is located in the top-right corner of the Customer Groups page.
2. Fill in the Required Fields:
   • Group Name: Enter a unique name for the group (e.g., Wholesale, VIP, Corporate).
   • Tax Class: Select the applicable tax class for this group.
     • Tax classes are configured under Financials > Tax > Customer Tax Classes.
   • Description (Optional): Add notes about the group's purpose or special rules.
3. Save the Customer Group: Click "Save" to finalize the creation.

Editing an Existing Customer Group:

1. From the list of customer groups, select the group you wish to edit by clicking its name.
2. Modify the fields as needed:
   • Update the Group Name.
   • Change the assigned Tax Class.
   • Add or update the Description.
3. Save the changes by clicking the Save button.

Deleting a Customer Group:

1. Select the group you wish to delete by checking the corresponding box in the list.
2. Click the Delete button at the top of the list.
   • Note: Groups assigned to active customers cannot be deleted until all associated customers are reassigned to other groups.

Assigning Customers to Groups

Automatic Group Assignment:

• Customers are automatically assigned to a default group when their account is created, either via:
  • Online Registration
  • Manual Addition by Admin
  • Order Creation

Manual Group Assignment:

1. Navigate to Admin Dashboard > Customers > Manage Customers.
2. Locate the desired customer and click "Edit."
3. Under the Customer Group field, select the desired group from the dropdown.
4. Save the changes.

Data Fields Available in the Customer Groups Section

1. Group Name: Name of the customer group (e.g., Regular, Wholesale).
2. Tax Class: Tax settings applied to the group, which impact invoice calculations.
3. Description: Optional notes for internal reference.
4. Number of Customers: The count of customers currently assigned to the group.
5. Created Date: The date the group was created in the system.

Best Practices for Using Customer Groups

• Define Groups Early: Determine which categories of customers your business will have, and set up the groups in advance.
• Leverage Promotions: Use customer groups to run targeted promotions for specific segments.
• Ensure Tax Accuracy: Verify that tax rules align with group assignments, especially for wholesale or tax-exempt customers.
• Streamline Operations: Regularly audit customer group assignments to ensure accuracy and relevancy.

By utilizing Customer Groups effectively, rental companies can enhance operational efficiency, improve customer satisfaction, and drive targeted sales initiatives.