Customer group pricing: discounts, tax exemption and price lists

Customer groups let you give a segment of customers — Wholesale, Staff, Seniors, a school or a church — their own pricing that applies automatically the moment you attach one of their members to a sale. A group can carry any combination of three things: a discount, tax exemption, and a price list. All three are worked out on the server, so what the cashier sees on the register is exactly what is charged — online and offline.

Create a customer group

Go to Customers → Customer Groups and press New Group. Give it a name and a colour, then use the Members button on the group to add customers. Any customer you add becomes eligible for that group's pricing whenever they're attached to a sale at the register.

Automatic group discount

On the group, set a discount — either a percentage (e.g. 5%) or a fixed amount. When a member is attached to a sale, the discount is applied to the cart automatically: you'll see a group-discount line, the total drops by that amount, and the sale is charged at the discounted total. It stacks with a coupon or a manual discount, and it can never take a sale below zero.

The discount is worked out on the server from the customer's group, so it can't be edited away at the register, and it applies the same way whether the sale is rung online or made offline and synced later.

Tax-exempt groups

Tick Tax Exempt on a group and its members pay no tax on their sales. For prices with tax added on top (the common case) the tax simply isn't added; for tax-inclusive shelf prices the price the customer pays is unchanged but the tax portion is recorded as zero. Either way, the register shows and collects exactly what is charged.

Price lists — alternate prices per group

A price list is a set of alternate prices for specific products that a group is charged instead of your default prices — handy for wholesale or contract pricing.

1. Go to Customers → Price Lists and create a list.
2. Open Manage prices and add the products whose price should change, each with its list price.
3. Back on the group (Customers → Customer Groups), pick that list in the Price List field.

Now, when a member of that group is attached to a sale, any product on the list rings at the list price at the register (modifiers and add-ons still apply on top). Products not on the list keep their normal price. Like the discount, this is server-authoritative.

How the three combine

A single group can have all three at once. The register resolves them in a sensible order: a product on the group's price list uses the list price, tax is dropped if the group is tax-exempt, and the group discount then comes off the subtotal. The cashier always sees the final, combined figure before taking payment.

Tips

• Attach the customer first. Group pricing only applies once the member is on the sale — add them before you press Pay.
• One group per customer. A customer belongs to a single active group, so its pricing is unambiguous.
• Price lists need currencies to make sense across borders — set your currencies under Settings → Currencies & Tax if you bill in more than one.
• Deleting a price list safely detaches any group pointing at it — those members simply revert to your default prices.