Customer Category - Frequency Based - CAS

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