Lead Source/Groups

Lead Source/Groups

In this training, you will learn how to add lead source and groups. This will help you group your customers and use some features.

  1. Press ' +' icon to add new Lead/Group

Lead_-_1.png

   2. Give a name to the lead or group and set uhe needed features

       - Display order: controls the position of the group in the drop-down list;
       - Discount: option to select a manual discount that will be applied to the customers in group;
       - Default group: making the group the default one for customers;
       - Tax exempt: this will turn off taxes on sales for customers from this group.
       - Move customers to this group: option to move existing customers from one group to a newly created one.


   3. Press ' Save' to proceed.



    • Related Articles

    • Tax exempt customer setup

      In this article you will learn how to setup Tax exempt customers in Franpos. Please follow the steps below and modify them to your situation: 1. Create or modify existing Lead Source/Group here: Back Office >> Settings >> Lead source/groups ( ...

    • Lead Form

      Lead Form Lead Forms can be created on the customer tab - https://my.franpos.com/Customer Click the 3 dots in the top right corner Turn on the “Show Location” Toggle if you would like the location name added to the Lead Select which Lead source you ...

    • Multi-location settings - Sharing groups

      Sharing Groups are designed to give you precise control over how data is shared between stores in a multi-location or franchise environment. This feature is especially useful when multiple store owners operate under the same franchise, but should not ...

    • Franpos Dual Screen POS Hardware Setup

      Franpos Dual Screen POS Hardware Setup In this article you will learn how to setup the Franpos Dual Screen POS. Franpos Dual Screen POS Hardware Setup Please click on this You Tube link below https://www.youtube.com/watch?v=ubxUohhpveU Picture of ...

    • Tax setting

      FranPOS allows you to set tax categories that will be applied to products. Tax categories can contain multiple tax lines. Settings >> Tax Settings Select ‘+’ add icon Add new category name for Tax Click ‘Save’ Select Category you have created Select ...