> For the complete documentation index, see [llms.txt](https://support.barnetpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.barnetpos.com/liquor-store-portal/customer-maintenance/customer-groups.md).

# 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.

![](/files/87613764ea6cfd6e62dea277d9da92a9c023ffe9)

**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**

![](/files/ac3ffdd6bcda1a3c0817fc2220e36afac4247ad4) ![](/files/b347477cac0f56d664aa6124502d09aeea48eb76)

**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.

![](/files/4608dd7cfb268b911189e5542d8fee634adc26ca)

![](/files/0510e09aa13dc6a1e3e56b721963cc5479909501)

**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.

![](/files/670009b636e0f37da30b7efd3d8ca950aa860f8a)

**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**.

![](/files/610969e6c60b9fda1407f107740b76c08a32e9bf)

**3. Cost-Based Discounts**

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

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

![](/files/c81ae7e95f1f62dd75d61990dc0a9cf43c9d5188)

**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.

![](/files/f4908311f0bd1f239ad31007e3ab3cae5ca6c58f)

![](/files/5c99dc761553918225ace6b414cb50cf7219e923)

**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.

![](/files/1f56ab842ebb13f52b9c4a7772d68a1b580d572d)

![](/files/41272bbb3a8bb8ed4bd45d1b8e5304d8a58a1f99)

**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.


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