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How to change a customers group

Objective

To change an existing customers group in Retail POS

Setup

  • Retail POS for Mac or PC

Steps

  1. Click Customers
  2. Click on the customer you wish to edit
  3. Click Edit Customer
  4. Select the customer group you want from the drop down*
  5. Click Save Customer
  6. Your customer will now be saved to a new group

*Customers can only be part of one group at a time

Additional Information

Customer Groups

Merge Customer Groups Using a CSV File

How to delete customer groups

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