Customer Groups

When creating a customer or patient, select the appropriate Customer Group. Fill in the other customer information fields as normal, and select Save. 

Note: Employee and Patient (MMIC) can only be created in Back Office. Patients created in the Register app will be assigned to Patient (Physician Recommendation).

In Settings > Taxes, each of your taxes can be configured based on both Product Type and Customer Group.

Check the boxes for each taxable Product Type. Next, check the appropriate boxes to exclude Patient (MMIC) and/or Patient (Physician Recommendation) groups from tax, as required by your local regulations. Customer (recreational/adult-use) and Employee groups are subject to all taxes.

For example, this tax applies to all Product Types and all Customer Groups:

If you have a tax that is applicable to all customers and patients, except patients with an MMIC card, check the boxes under Exclude MMIC.

The appropriate taxes will be automatically applied at the point of sale based on the product(s) on the transaction and the customer/patient you've assigned to the transaction.