{"id":190969,"date":"2019-08-22T13:14:23","date_gmt":"2019-08-22T11:14:23","guid":{"rendered":"https:\/\/guide.jtl-software.com\/customers-2\/creating-customer-groups\/"},"modified":"2023-08-04T14:18:14","modified_gmt":"2023-08-04T12:18:14","slug":"creating-customer-groups","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/creating-customer-groups\/","title":{"rendered":"Creating customer groups"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221; utilities=&#8221;{&#8220;d-print&#8220;: &#8220;none&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-pos\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-pos\" id=\"creating-customer-groups\">Creating customer groups <span id='anchor-creating-customer-groups' data-href='#creating-customer-groups' class='far fa-link' data-anchor><\/span><\/h1><div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tBy default, you would like to grant your regular customers a discount on your range of products. To group your regular customers, create a separate customer group and define the discount.\t<\/div>\n<\/div>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"prerequisites\">Prerequisites <span id='anchor-prerequisites' data-href='#prerequisites' class='far fa-link' data-anchor><\/span><\/h3><ul class=\"list-reset ml-3 list-icons list-pos\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tYou have already defined your own discounts in the <span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/dialogue-box-manage-discounts\/\">Manage discounts<\/a><\/span> dialogue box.\t<\/li><\/ul><h3 class=\"d-flex align-items-center hl-wawi\" id=\"note-for-users-of-jtl-pos-erpconnected\">Note for users of JTL-POS ERPConnected <span id='anchor-note-for-users-of-jtl-pos-erpconnected' data-href='#note-for-users-of-jtl-pos-erpconnected' class='far fa-link' data-anchor><\/span><\/h3><ul class=\"list-reset ml-3 list-icons list-custom-square list-pos\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\tIf you operate JTL-POS in ERPConnected mode, all customer groups that you have created in JTL-Wawi are automatically transferred to JTL-POS.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\tYou can edit customer groups from JTL-Wawi in JTL-POS and assign them an additional discount, for example.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\tIf you create a customer group in JTL-POS that does not exist in JTL-Wawi, the customer group will not be communicated to JTL-Wawi if you assign a customer in this customer group to a receipt. Instead, JTL-Wawi will assign the default customer group to this customer.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\tTherefore, we recommend that you only create customer groups in JTL-Wawi when operating in ERPConnected mode. Read more here: <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/customers\/creating-customer-groups-in-jtl-wawi\/\">Creating customer groups in JTL-Wawi<\/a><\/span>.\t<\/li><\/ul><h2 class=\"d-flex align-items-center hl-wawi\" id=\"creating-a-new-customer-group\">Creating a new customer group <span id='anchor-creating-a-new-customer-group' data-href='#creating-a-new-customer-group' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tGo to <span class=\"highlight\">Settings &gt; <\/span><span class=\"highlight\">Customer groups<\/span> to open the <span class=\"highlight\">Manage customer groups<\/span> dialogue box.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/manage-customer-groups-jtl-pos-3.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/manage-customer-groups-jtl-pos-3-1024x576.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/manage-customer-groups-jtl-pos-3.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/manage-customer-groups-jtl-pos-3-1024x576.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/manage-customer-groups-jtl-pos-3-768x432.png 640w\" width=\"1024\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"576\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/manage-customer-groups-jtl-pos-3.png&quot;,&quot;w&quot;:2373,&quot;h&quot;:1335}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"2\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li >\n\tTap on the <span class=\"highlight\">Create<\/span><span class=\"highlight\"> button (plus icon)<\/span>. The <span class=\"highlight\">Edit customer group<\/span> dialogue box will open.<\/li><li >\n\tIn the <span class=\"highlight\">Name<\/span> text field enter a meaningful name for your customer group, e.g. <span class=\"highlight\">Regular customers<\/span>.<\/li><li >\n\t<span style=\"color: #336699;\"><strong>Optional: <\/strong><\/span>If you want this customer group to be the default customer group, enable the <span class=\"highlight\">Default<\/span> option. Now, when you create a new customer, this customer group will already be preselected in their customer master data. This can be changed at any time.<\/li><li >\n\tSelect the relevant discount from the drop-down menu. This discount is valid for the entire range of products and is granted to all members of this customer group.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/edit-customer-group-jtl-pos-2.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/edit-customer-group-jtl-pos-2.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/edit-customer-group-jtl-pos-2.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/edit-customer-group-jtl-pos-2-1024x576.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/edit-customer-group-jtl-pos-2-768x432.png 640w\" width=\"2373\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"1335\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/edit-customer-group-jtl-pos-2.png&quot;,&quot;w&quot;:2373,&quot;h&quot;:1335}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"media-object media-object-border d-flex align-items-center\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-info-circle fa-2x columnsize-fa-2x text-pos\"><\/span>\n\t\t\t<span class=\"media-content border-pos\">\n\t\n\t\t\tDiscounts can be created in the <span style=\"color: #336699;\"><a style=\"color: #336699;\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/other-processes\/dialogue-box-manage-discounts\/\">Manage discounts<\/a><\/span> dialogue box.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<ol start=\"6\" class=\"list-reset step mb-5 list-pos normal-step\">\n\t<li class=\"media-single-line\">\n\tTap the <span class=\"highlight\">\u2713<\/span> button to save the settings.<\/li><\/ol>\t<p>The new customer group now appears in the overview and you can assign your regular customers to this customer group.<\/p>\n<div class=\"mt-5 d-print-none card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-pos\">\n\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t<span data-fa-transform=\"shrink-8\" class=\"fas fa-link fa-inverse\"><\/span>\n\t\t<\/span>\n\t\t\t<div class=\"card-body p-4\">\n\t\t<p class=\"d-flex align-items-center hl-wawi h4\">Related topics<\/p>\n<ul class=\"list-reset list-icons list-custom-square list-pos\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/creating-customers-in-jtl-pos\/\" title=\"Creating customers in JTL POS\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCreating customers in JTL POS\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/deleting-customers\/\" title=\"Deleting customers\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDeleting customers\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/dialogue-box-manage-customer-groups\/\" title=\"Dialogue box: Manage customer groups\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDialogue box: Manage customer groups\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/dialogue-box-manage-customers\/\" title=\"Dialogue box: Manage customers\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDialogue box: Manage customers\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t<\/ul>\t<\/div>\n<\/div>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221; utilities=&#8221;{&#8220;d-print&#8220;: &#8220;none&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-pos\/customers-2\/dialogue-box-manage-customers\/\">[&#8230;]<\/a>","protected":false},"author":5,"featured_media":0,"parent":189259,"menu_order":138,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-190969","page","type-page","status-publish","hentry","search_categorie-jtl-pos","pages_category-jtl-pos-en","pages_category-kunden-pos-en","pages_category-print-3-vorgaenge-kunden-berichte-import-export-en","pages_category-rabatte-pos-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Creating customer groups &#8211; 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