Accessing the Customer Groups Screen
- Click List.
- Click Customer Groups.
- Click Add New.
This section allows you to create and manage Customer Groups in Flovix, helping streamline sales, marketing, and loyalty management. Customer groups enable you to categorize customers based on shared characteristics, such as purchasing behavior, membership status, or business type. This allows you to implement targeted pricing, discounts, and promotional campaigns more effectively.
Key Features
- Define Group Details: Create a unique name, code, and description for each customer group.
- Assign Customers: Add individual customers to the appropriate group for better organization and management.
- Configure Group-Specific Rules: Apply special pricing, discounts, or exclusive privileges to specific customer groups.
- Branch Assignment: Assign customer groups to specific branches to support localized promotions and campaigns.
- Reporting and Insights: Analyze sales, revenue, and customer behavior by group to support informed business decisions.
Properly configuring customer groups in Flovix improves operational efficiency, enhances targeted marketing efforts, and strengthens customer relationships by delivering more personalized experiences.