Customer Categories

In HirePOS, Customer Categories serve as a powerful tool for reporting and filtering customers based on specific classifications. This feature not only streamlines customer management but also enhances organisation within the system, allowing businesses to operate more efficiently.

To set up Customer Categories in HirePOS, follow these steps:

1. From the menu strip at the top of the page, navigate to Setup > Customers. This action will direct you to the Customers list page, displaying all existing customers in the system.

2. Click on the Options button drop-down located at the top right corner of the page.

3. Choose the Setup Customer Categories option from the drop-down menu.

4. Click on the New Customer Category button.

5. Enter a descriptive name for the category and then click the Save New button to confirm.

To assign a category to a specific customer in HirePOS, proceed as follows:

1. Locate and edit the customer from the customers list.

2. Expand the Category / Referral Source tab within the customer's profile.

3. Choose the relevant category from the Category drop-down list.

4. Click the Save Changes button to apply the category to the customer successfully.

By following these steps, you can efficiently set up and apply Customer Categories in HirePOS, thereby enhancing your customer management capabilities within the system.