Customer Frequency Based Category

Go to Configuration --> Customer --> Customer Frequency Based Category

You can create a Frequency Bases Customer Group, where customers are added to the Customer Group based on qualifying for the group. Multiple levels can be defined, as well as the date range for qualifying.

Three options for defining your Frequency Based Customer Group

• Gross Margin

  Based your group on your most profitable customer

• Sales

  Based your group on the dollar amount of their sales with you

• Transactions

  Based your group on the frequency of visits/sales transactions from your customers

Customer activity can be tracked based on Gross Margin, Sales Volume or Transaction Count. Within each category there can be many levels.

Select the tracking level you wish to establish or modify frequency groups for and click on "Show", this will display the screen to define the group.

Defining the Frequency Based Program

Select which Frequency Based Customer Group you want to create

• Gross Margin

  Based your group on your most profitable customer

• Sales

  Based your group on the dollar amount of their sales with you

• Transactions

  Based your group on the frequency of visits/sales transactions from your customers

Setting up the Groups

• Date Range for Qualifying - Set the start date and select either rolling 12 months or Never reset

• Set the minimum and maximum for qualifying for each level

• VIP - Designate if the level will qualify the customer as VIP

• Press Save when you are done.

Access

System Admin and Financial