Customers and discount groups
> [HTML Version](zakaznicivs.html)
In the item **Item management »** [Customers](#zakaznici) you can see an overview of created customer accounts. You can assign every sale at the cash register to a customer account. If for individual [products](produkt-vs.md) you set a number of points, these points will be added to the customer’s account when the product is paid. You can create customer accounts either [directly in the touch cash register](zakaznik.md) or using Dotypos Cloud.
In the item **Item management »** [Discount groups](#slevove_skupiny) you set the rules for discounting all products. If you assign a discount group to a customer account, the discount set in that group will automatically be applied to the entire account with the assigned customer. Discount groups can also be created [at the cash register](slevove-skupiny.md).
Using the [Bulk edit](hromadnauprava.md) function, you can select multiple items that can be moved to another category, deleted, or other parameters modified.
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| [] | In Dotypos Cloud it is also possible to [batch imported](importkategorii.md) customers from the prepared .csv file. This file has the same structure as the file you get when exporting customers from Dotypos Cloud. However, the import and export of items is only supported in [Dotypos FULL](verzedotykacky.md). |
# How do I create a customer account?
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| [] | On the **Item Management **» **Customers** [] tab, click the blue **+ Add** [] button. If you already have some accounts created, you can edit a selected account using the [] button, or delete it using the [] button. Clicking the **Receipts **or** Sales** [] button will display the [data report](reportyvs.md)** Issued documents (grouped) **or** Sales overview** for this customer.
Use the [] button to export customers, and the button [] [to import them](importzakazniku.md). To [bulk edit properties](hromadnauprava.md) of multiple customers, use the [] button. If you have [customer credit](zakaznicky-kredit.md) enabled, a column showing the current credit amount will also be displayed. Using the fields in the header, you can perform full-text searches or filter customers by [tags](stitky.md), [discount groups](#slevove_skupiny), or display only expired accounts. By clicking on certain columns, you can sort the data. |
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| [] | When deleting a customer, you have the option to select his/her anonymization. By activating this option the customer will be deleted from all records in the cash register and in the Cloud related to the customer’s accounts, including retrospectively. “XXX” will be entered instead of his/her name. If you delete the customer without anonymizing, the customer account will be deleted but the history will keep the customer’s name. The anonymization option is connected with the GDPR regulation.
(./images/clip0689.png) |
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| [] | Fill in each field with the appropriate customer information. Detailed description of the fields can be found [below](#pole_zak_uctu) the image. Once you have filled in all the required information, save your selections by tapping the **Save** button. |
(./images/clip0859.png)
| **Customer account field** |
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| **First name** | Customer name (the only required field) |
| **Last name** | Customer's last name |
| **Customer ID** | Internal customer number generated by the cash register |
| **Company name** | Customer's company name |
| **External ID** | Customer's own optional designation |
| **Reg. No. / VAT ID** | Reg. No. / VAT number of the customer. |
| **Address / City / ZIP code** | Customer's address |
| **Select country** | Country (nationality) of the customer. By default, the country selected when activating the cash register is set here. Selecting the country starts the [activation](aktivace.md) when the Dotypos is first started. |
| **E-mail / Phone number** | Contact information |
| **Date of birth** | Customer's date of birth (required for [automatic age approval](nastaveni-pokladny-obecne.md#vek) at the point of sale) |
| **Expire date** | The date on which the customer's account will expire. Before setting the date, you must activate this option using the checkbox. |
| **Discount group** | If, you have set up your own discount groups, you can assign them to the customer using this drop-down menu. You can create [discount groups](#slevove_skupiny) on the **Discount Groups** tab. |
| **Price level** | Selection from the created [price levels](cenove-hladiny-vs.md). The selected price level will be automatically applied when an order’s customer is selected during a sale, if the charged product includes it. |
| **Display** | Use this option to temporarily hide the customer account without having to delete it. |
| **Current credit** | The current amount of [customer credit](zakaznicky-kredit.md). Displayed only if the customer has some unused credit. |
| **Available reports** | Links to related [data reports](reportyvs.md). |
| **Internal note** | Custom note |
| **Default invoice due period** | Due date of [invoices issued](vystavit-jako-fakturu.md) to the customer |
| **Points** | In this field you can see the current [points](bonusovebody.md) balance [of the customer](bonusovebody.md). You can also enter a custom default point value. |
| **Barcode** | If you enter a barcode in this field, you can simply scan the barcode [with a scanner](co-lze-se-cteckou-delat-v-dtk.md) or use [EM chips](https://www.dotykacka.cz/em-cip-klicenka/) to assign the customer to the items charged. |
| **Print header** | The text entered here will be printed on the receipt once the customer is assigned to the order. |
| **Tags** | You can tag and search for customers based on the tags entered in this. More on tags can be found in [this chapter](stitky.md). |
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| [] | A customer discount can be assigned anytime, but only until the order is closed by clicking on **Checkout** on the [main screen of](hlavniobrazovkaauctovani.md#obrazovka_ucet) Dotypos. After pressing the button **Checkout** the order is closed and ready for later being sent to the Financial Administration as the EET requires, which means the price can no longer be changed. However, as long as you keep charging products, anytime before you press **Checkout** you can use the reader to load the customer card, or assign the customer account manually, and the set discount will be applied to the customer’s open account. |
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# How do I manage discount groups?
With discount groups, you can specify a discount of a certain amount, valid for all products, which you then assign to a specific customer. You assign this discount to the customer when you create or edit the customer account [described above](#zakaznici).
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| [] | Select the **Discount groups** [] in the top bar, and you can add a new rule here with the button **Add** [] or edit existing rules with the button **Detail** []. |
(./images/clip0691.png)
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| [] | In the dialog window for creating and adjusting discount groups select both the rule name and the discount, then confirm with **SAVE**. The button [] can be used to temporarily hide the group or to completely delete it from the header. If you delete a discount group that is assigned to any customers, a warning dialog will be displayed. You must first remove the discount group from those customers and then delete it. |
(./images/clip0860.png)
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