Customer groups is a new functionality of Revo XEF used to automatically assign discounts to customers; i.e., in the payment screen, when selecting a customer, the discount is applied automatically.

The manual flow serves to apply a discount manually and then assign the customer to the command at the time of collection. In that way you get speed and safety, and can control as business administrators the customers to which the discount is applied.

HOW TO CREATE A CUSTOMER GROUP

1. Access the back-office.

2. Enter Customer groups.



3. Create a new group from the +New button in the upper right corner of the screen.

4. Enter a name.

5. Select a discount from the list.

6. Click on Save to confirm.


HOW TO ASSIGN CUSTOMERS TO A CUSTOMER GROUP

1. Click on --

2. Select a customer from the list.

3. Click on Add to confirm.



  • Repeat steps 1 to 3 for all customers.

Note: The customers should be created beforehand from the Customer option.


HOW DOES IT WORK IN THE REVO XEF APP?

  • Access the Payment screen using the icon.

  • Click on the icon and select a customer from the list.

  • The discount is automatically applied. In this example, 20% of the total amount of the command.

  • We close the command by clicking on the pertinent payment mode (cash, card, etc).



Important: If the customer belongs to two different groups with two different discounts, the app will ask you which discount should be applied.