Customer Groups

CUSTOMER MAINTENANCE – CUSTOMER GROUPS

Customers can be added to Barnet for purposes such as loyalty points, special pricing, AR (Accounts Receivable) purchases, and online e-commerce ordering.Customer Groups define the rules that apply to each customer.

Before creating customers, you must first set up Customer Groups to ensure that new customers are correctly assigned to the appropriate group with the proper reward and pricing rules. From the ‘Customer’ dropdown menu, select “Customer Groups” to ADD or EDIT as needed.

Creating Customer Groups

All Customer Groups must:

• Have a Name.

• Be assigned a Reward Type before they can be saved.

It’s best practice to name each group after the reward it represents (e.g., “10% Discount” or “Points Only”). Some reward types have special hardcoding; consult with Barnet Support before using them.

Common reward types include:

• Points Payment

• % Discount

• Points Pay & Discount

Creating a Group with No Rewards

If you want a group to receive no points or discounts:

• Choose % Discount as the reward type.

• Do not assign any discount percentage.

If you select Points Pay & Discount but leave the discount at 0%, customers in that group will earn loyalty points but receive no regular discount—unless a product has a Loyalty Customer Only discount or a Discount Schedule is assigned specifically to that group.

**Example:**A “Points Customer Group” is set to “Reward Discount” but has no discount percentage. Customers will not receive any regular discount, but if a “Loyalty Customer Only” price is set on a product, these customers will receive that discount.

Reward and Discount Types

1. Price-Based Discounts

Apply a percentage off the regular selling price (Price 1). For example:

This Customer Group receives 10% off the regular price on all products that are not discount-exempt.

2. Increased Prices (Negative Discounts)

You can set negative discounts to charge customers more than the regular price. For example:

Customers in the “DoorDash” group pay 22% more than the regular Price 1.

3. Cost-Based Discounts

Set pricing as Net Cost + %.For example:

This Customer Group pays 8% above Net Cost for all products.

4. Specific Price Levels

Customers can be assigned a specific Price Level (Price 2–8).

• Price 2 is typically used for “2-for” pricing.

• Price 8 is often used for 3rd-party delivery pricing.

• Price 3, 4, 6, and 7 can be assigned manually to any group.

These price levels must be entered on each product and updated manually when prices change. Use the Import Tool to update price levels in bulk.

Example: This Customer Group pays Price 4 for all products.

5. Cost + LTO + %

This uses your current product cost plus any active LTO (Limited Time Offer). If not all products were purchased under the LTO, your actual cost may be higher than the LTO’d cost.

**Example:**If product cost = $11.02 and there’s a $1 LTO, customers will pay:

$11.02 + $1.00 + 5% = $12.60 (approx.)

Use this option with caution—it may not always reflect your true cost position.

6. PL Cost + %

This uses the Price List Cost + % entered.

⚠️ Note: SKUs not listed on the provincial price list will receive no discount.

Examples:

• In AB, BDL, Sleeman, and small producers (including non-alcoholic SKUs not purchased from Connect) are not on the price list.

• In BC, non-alcoholic SKUs are not on the price list.

7. PL Cost + LTO + %

This uses the Price List Cost + LTO + % entered. As with the previous option, it is important to evaluate whether this makes sense for your business.Since most products do not decrease in cost unless on LTO, this effectively charges the wholesale cost + % markup. Again, SKUs not on the price list will receive no discount.