Organize your customers and manage pricing, discounts, and sales data in one place.
With Customers and Customer Groups in Rackbeat, you can easily create, organize, and manage your customers. By grouping customers together, you gain better control over discounts, price agreements, and sales insights—without manual adjustments.
In Rackbeat, you can create customers manually or via import and store all relevant customer information in one central system. Each customer is assigned to a customer group, ensuring that pricing, discounts, and terms are applied correctly from the start.
This allows you to:
1. keep customer data such as addresses, contact details, and currency organized
2. work with automatic customer numbering and predefined defaults
3. ensure correct VAT setup per customer and market
4. create a solid foundation for quotes, orders, and invoicing
When customer data is structured correctly, the entire sales workflow becomes faster and more efficient.
Customer groups make it easy to manage how different customer types are handled in your sales process. You can create groups with fixed discount rates or specific price agreements that automatically apply to all customers within the group.
With customer groups, you can:
– assign discounts to specific customer segments
– set special prices for selected items
– update pricing across multiple customers at once
– analyze sales performance by customer group
This makes customer groups ideal for resellers, B2B customers, wholesalers, or loyalty-based pricing models.
In short, Customers and Customer Groups in Rackbeat give you better structure, fewer manual tasks, and full control over pricing and customer relationships.
