Automatic Customer Discounts

Modified on Thu, 30 Jun, 2022 at 12:06 PM

Overview

Cloud Retailer has the ability to assign a persistent custom discount on a per Customer basis. When a Customer has a persistent custom discount assigned, that discount will be applied to each transaction with the Customer assigned to a transaction. This feature was added to Cloud Retailer starting in version 2.10.2.

This article will guide you through the process of assigning a persistent custom discount to a Customer. If you need help creating a custom discount, please see this article; How to set up a promotion/discount scheme

Procedure

Assign a Customer Discount from the Back office

Login to your Cloud Retailer Back Office.
Navigate to Admin > Customers
Search for the Customer to whom you will assign the Custom Discount
Select the Customer and edit their record by double-clicking the record on the Customer Grid.
In the Persistent Custom Discount field, begin typing the description of the discount you would like to assign the customer. Cloud Retailer will auto-complete the discount description once you have entered enough information for the system to detect which available Discount you're trying to assign.
Once the Custom Discount is assigned, click Save or Save and Exit on the Customer's record.

Assign a Customer Discount from the Point of Sale

Login to your Cloud Retailer POS.
Click the Lookup Customer button and search for the Customer to whom you will assign the Custom Discount.
Select the Customer and edit their record by Clicking their account and then pressing the 'View / Edit Button'
On the Customer Data form, find the desired discount from the Persistent Custom Discount dropdown.
Click save to update the customer record.

Use Cases for Persistent Custom Discounts:

Some of the most common uses of Persistent Custom Discounts include;

Friends & Family Discount
Employee Discount
Wholesale Discount
Charitable Discount
VIP Customer Discount

If you have any questions about Automatic Customer Discounts, please feel free to contact the RITE Support Team for further assistance.

Here is a video covering both the Back Office and POS options for assigning a customer discount: