# Customers in Portal

While basic customer edits can be made on the POS using the Edit Customer button, most customer setup and maintenance is to be completed in the Portal.

**Customer Groups**

* All customers must belong to a Customer Group. Groups must be created *before* adding customers.
* Customer Groups determine automatic rewards and/or pricing rules (loyalty points, discounts, cost-plus pricing).
* Common groups include:Points Customers, Cost+ AR Groups, Staff, Friends & Family, Online Customers, and Third-Party Delivery Services (with specific pricing rules).

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**Customer Maintenance in Portal**

**Customer Creation**

* Customers can be created in the Portal or on the POS.
* Each customer must have a unique Customer ID, phone numbers are recommended to eliminate duplication.
* Do not edit Customer IDs once created, as all transactions are tied to the ID.

**Searching & Contact Info**

* Customer accounts can be searched on the POS by ID, name, or phone number.
* Contact information (address, phone, email) is managed in the portal.
* If a customer changes phone numbers:Do not edit the Customer ID, instead update the phone number in the contact field.

**AR Settings**

**(For more information on AR please reference the help doc: Sales Invoices and Customer AR at the Till)**

* The AR checkbox must be enabled for a customer to charge purchases to AR on the POS.
* For Portal Sales Invoices, AR payment can be applied without this setting.
* Payments taken using Receive on Account can later be matched to POS transactions via AR List on the POS.

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**Notes**

* Notes added to a customer profile will pop up on the POS during the sale.

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**Account Info Tab**

* Displays Store Credit balances and allows setting Credit Limits or bringing over initial credit from a previous POS.
* If Loyalty Points are enabled, manual point adjustments can be made here.

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**Receive on Account**

* Used to apply payments directly to an AR customer’s account for POS-entered orders.
* For Portal-created Sales Invoices, payments should be made directly on the invoice.
* On the POS, AR payments must be applied through the POS (not via portal).

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**POS Editing Option**

* Stores may enable an Edit Customer button directly on the POS.

**Tax Exemptions**

* Tax exemption rules can be configured per customer.Example: BC stores may make DoorDash/UberEats customer profiles PST and Liquor Tax exempt, as those platforms collect/remit the tax.

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**Billing & Activity**

* Shows all customer transactions within the selected date range.
* Individual transactions can be opened for detailed view.
* AR activity and balances are tracked here.
* Customer Statements can be viewed or printed.

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