This article will explain:
- How to create a new customer category
- How to assign a customer to a category
Customer categories can be created to allow customers to be grouped. Different categories can then be allocated discounts or deals.
How to create a customer category
- Login to OfficeMate and navigate to Customers & Debtors/Customer Category
- Select the 'New' icon from the top of the screen to create a new category
- Label the category, tick if it is to be the default category for new customers and tick if loyalty points are enabled for this category
How to assign a customer to a category
Any new customer will automatically be assigned to the default customer category. To change this in OfficeMate:
- Navigate to Customers & Debtors/Customers
- Use the search filters to find the customer you wish to edit
- Click in the 'Category' field and select the new category
- Select 'Save' from the top of the screen