RC Add New Customer Group

Admin Dashboard > Customers > Customer Groups > Add New Customer Group

Purpose of the Add New Customer Group Section

The Add New Customer Group feature in the Admin Dashboard allows rental companies (RCs) to create customized customer group categories. These groups help segment customers for tailored pricing, promotions, tax rules, and access control on the website.

What This Section Is Used For

1. Custom Pricing and Discounts:
   • Assign unique pricing rules or discounts to specific groups.
2. Tax Management:
   • Ensure compliance by applying different tax rates to customer groups (e.g., wholesale customers may have tax exemptions).
3. Promotions and Marketing:
   • Create targeted promotions and loyalty programs for group members.
4. Operational Efficiency:
   • Streamline administration by grouping customers based on similar needs or characteristics.

How to Add a New Customer Group

Step 1: Navigate to the Add New Customer Group Page

1. Go to Admin Dashboard > Customers > Customer Groups.
2. Click the Add New Customer Group button at the top-right corner of the page.

Step 2: Fill in Group Details

On the "Add New Customer Group" page, enter the following information:

1. Group Name:

   • A unique name for the customer group (e.g., Wholesale, Corporate, VIP).

2. Tax Class:

   • Assign the appropriate tax class for the group.
   • Choose from existing tax classes configured in Admin Dashboard > Financials > Tax > Customer Tax Classes.

3. Description (Optional):

   • Provide additional notes about the group's purpose or special rules for internal reference.

Step 3: Save the Customer Group

• Click the Save Customer Group button to create the new group.

Additional Features

1. Assigning Customers to a Group:

   • Customers can be added to a group during account creation or by editing an existing customer record in Admin Dashboard > Customers > Manage Customers.
   • Select the desired group from the "Customer Group" dropdown.

2. Editing an Existing Customer Group:

   • Navigate to Admin Dashboard > Customers > Customer Groups.
   • Select the group you want to edit.
   • Update the fields as needed and save the changes.

3. Deleting a Customer Group:

   • To delete a group, ensure no active customers are assigned to it. Reassign customers to other groups if necessary.

Use Cases for Adding Customer Groups

1. Wholesale Customers:
   • Create a "Wholesale" group with tax exemptions and volume-based discounts.
2. VIP Customers:
   • Assign loyal customers to a "VIP" group and offer exclusive promotions.
3. Corporate Accounts:
   • Create a group for corporate clients with negotiated pricing and payment terms.

Data Fields Available for New Customer Groups

1. Group Name:
   • The unique identifier for the group.
2. Tax Class:
   • The tax class applied to members of this group.
3. Description:
   • Notes about the group's purpose or rules.

Best Practices for Using Customer Groups

• Plan Ahead:
  • Define your business needs and create customer groups accordingly.
• Regular Audits:
  • Review group assignments periodically to ensure customers are in the appropriate group.
• Promote Benefits:
  • Use marketing campaigns to inform customers about the benefits of joining specific groups.
• Leverage Data:
  • Use customer group data to analyze sales and improve targeted marketing strategies.