Customer Groups and Display Cases

1. Creating Customer Groups

Customer Groups allow you to categorize customers based on specific criteria. Here's how to create one:

1. Navigate to the setup pages of the SMX site.
2. Look for the "Customer Group" section.
3. Create a new Customer Group (e.g., 'NO CRISPS').
4. Assign this group to any customer you want to restrict or allow to buy certain items (in this example, crisps). You can do this on the Advanced tab of the customer card on the SMX site.

2. Setting Up Display Cases

Display Cases help you manage what products are available to specific Customer Groups:

1. Go to the setup pages.
2. Find the "Display Case" section.
3. Create a new Display Case.
4. Provide a description for the Display Case.
5. Choose the Customer Group you want to associate with this Display Case (e.g., 'NO CRISPS').
6. Set the Display Case to either:
   • Include: The customer can only buy items you add to this Display Case.
   • Exclude: The customer can buy everything except what's in this Display Case.

3. Adding Items to Display Cases

After creating a Display Case, you need to populate it with relevant items:

1. On the Display Case setup page, click "Display Case Items".
2. Click to add a new Display Case item.
3. Search for the item you want to add.