Overview
Three options for defining your Frequency Based Customer Group
Gross Margin
Based your group on your most profitable customer
Sales
Based your group on the dollar amount of their sales with you
Transactions
Based your group on the frequency of visits/sales transactions from your customers
Customer activity can be tracked based on Gross Margin, Sales Volume or Transaction Count. Within each category there can be many levels.
Select the tracking level you wish to establish or modify frequency groups for and click on "Show", this will display the screen to define the group.
Defining the Frequency Based Program
Access
System Admin and Financial
Navigating to Customer Category - Frequency Based
