# 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.

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**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**

![](https://content.gitbook.com/content/gxlSIIMuIqFC3w3MtCp7/blobs/6PNDu1TPKSyhBP5iS6Jp/Unknown%20image) ![](https://content.gitbook.com/content/gxlSIIMuIqFC3w3MtCp7/blobs/a7yr3pLD5McUwXR7yDKm/Unknown%20image)

**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.

![](https://content.gitbook.com/content/gxlSIIMuIqFC3w3MtCp7/blobs/kDHPQo3xsw5VNsHDY9t6/Unknown%20image)

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**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.

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**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**.

![](https://content.gitbook.com/content/gxlSIIMuIqFC3w3MtCp7/blobs/0K9EcsVu87gpRQrrpqeh/Unknown%20image)

**3. Cost-Based Discounts**

Set pricing as **Net Cost + %**.For example:

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

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**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.

![](https://content.gitbook.com/content/gxlSIIMuIqFC3w3MtCp7/blobs/br4qsarMT8tpt2YKM70l/Unknown%20image)

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**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.

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**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.