How to Add a Customer Level

Article author
Learning Center Mekari
  • Updated

In the Customers menu, you can create and manage Customer Levels to group customers based on their total transaction value. Each level has a minimum spending requirement and customizable discount benefits. The higher a customer's total spending, the higher the level they can achieve.

For example, there are three customer levels: Silver with a minimum spend of Rp 2,000,000, Gold with Rp 10,000,000, and Platinum with Rp 30,000,000. Customers who do not yet have a level will be assigned to the Silver level once their total spending reaches Rp 2,000,000. To move up to the Gold level, customers need to make an additional transaction of Rp 8,000,000 until their total spending reaches Rp 10,000,000.

Below are the steps to create and manage Customer Levels through the Mekari POS Back Office.

  1. Go to the Customers menu, then select the Customer Settings submenu.

  2. Click the “Add Level” button.

  3. Enter the customer information in the available fields.
    Details:

    No.FieldDescription
    1NameEnter the level name.
    2EligibilityThe spending amount required for customers to qualify for the level.
    3Member discount applicationApply the member discount before or after other discounts.
    4Discount percentageDetermine the customer discount amount for the level. This member discount will be at the product level.
    5Discounted productsSelect the product collection to which the discount will be applied at the customer level.
  4. In the Discounted products field, select a product collection by clicking the name of the collection containing the items you want to select.

  5. When finished, click the “Save” button.

This concludes the explanation of how to add a customer level in Mekari POS.