Customer Groups and Third-Party Billing
Customer Groups and Third-Party Billing
Managing customers efficiently is crucial for repair shop owners, especially when dealing with different pricing structures for wholesale buyers, corporate clients, or other customer segments. RepairDesk allows you to create Customer Groups, assign discounts, and enable Third Party Billing to invoice a different party for purchases made by a customer group.
Creating a Customer Group
From the top navigation bar, go to Customers > Customer Groups.
View Existing Groups – Here, you will see a list of all existing customer groups.
To modify an existing group, click Action > Edit next to it.
Add a New Customer Group – Click on Add Customer Group to create a new group.
Enter a Customer Group Name (e.g., Corporate Clients, Wholesale Buyers).
Set Discounts for the Group – Define discount percentages for different service categories such as Repairs, Unlocking, Accessories, Trade In, and Casual.
Assign a Tax Class (Optional) – Select the applicable Tax Class for this group.
Specify the Payment Terms (Optional) for the group (e.g., Due Upon Receipt, Due within 15 days).
Choose to Enable Loyalty Rewards – You can choose between Default Loyalty or Custom Loyalty.
Enable Third Party Billing – If you need to invoice a third party for this group's purchases, check the option.
Click Save to finalize the Customer Group.
Assigning Customers to a Customer Group
Navigate to Customer > Manage Customers.
Tap the pen icon next to the customer’s name you want to assign the Customer Group to.
In the Customer Group field, choose the appropriate group.
Click Update to apply changes.
When populated on POS, the Customer Group details will appear.
Viewing Customer Lists
You can Filter Customer Group members through the Manage Customer Listing by applying a Customer Group filter.
Similarly, Check the Display third party customers checkbox to view Third Party Billing Customers.
Setting Different Prices for Customer Groups
Navigate to Inventory > Manage Inventory> Products
Tap on the item ID to open the item for which you want to set different prices against.
Go to the Pricing Tab and Set Custom Prices for Each Customer Group.
Tap Save Item to finalize changes.
Note: If a Sale Price is set for an item, it will override the retail price assigned to a Customer Group
FAQs:
A Customer Group is a category that allows you to assign predefined discounts, pricing, tax settings, and third-party billing to a group of customers, streamlining billing and pricing management.
Yes, you can create as many Customer Groups as needed, each with different pricing, discounts, and billing settings.
Customers in the Individual category are not assigned to any group and do not receive group-specific discounts or third-party billing benefits.
Third Party Billing allows businesses to invoice a different entity for purchases made by members of a specific Customer Group.
The Third Party associated with the group receives the invoice, not the individual customer.
No, Third party billing cannot be disabled.
If multiple pricing structures are set, RepairDesk follows this order:
- Sale Price (Highest Priority)
- Customer Group Retail Price
- Individual Retail Price
Yes. While creating or editing a group, assign a Tax Class to apply the correct tax rate automatically.
Customer Groups which do not have Third Party Billing can be deleted from the Action Button. However, Customer Groups with Third Party Billing associated cannot be deleted.