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How to Add Customers and Customer Groups

Written by the SellarPro team · Published 10 October 2026 · 1 min read

Short answer

Open Customers & Suppliers → Customers and click Add, or add the customer from the POS. Fill in the name and Mobile, and optionally a Credit Limit and Pay term. Customer Groups let you give a group of customers their own prices, such as wholesale.

Saving your customers lets you sell to them on credit, see what each one buys and owes, send them texts, and give regular buyers their own prices.

Add a customer

  1. Open Customers & Suppliers → Customers and click Add. At the POS, click the add button beside the customer box instead.
  2. Choose Individual or Business, and fill in the First Name (or Business Name) and Mobile.
    The Add a new contact window with a name and mobile number filled in
    The name fields appear once you choose Individual or Business.
  3. Click More Informations for the rest: Email, address, Opening Balance (what they already owed you before SellarPro), Pay term and Credit Limit.
  4. Click Save.

Group customers and give them their own prices

  1. Open Customers & Suppliers → Customer Groups and click Add.
  2. Type the Customer Group Name, such as "Wholesale".
    The Add Customer Group window for a Wholesale group at minus 10 percent
    A Wholesale group that pays 10% less than your normal price.
  3. Choose the Price calculation type:
    • Percentage: a Calculation Percentage (%) added to your normal selling price. Use a negative number, such as -10, for a discount.
    • Selling Price Group: use the prices you have set in a selling price group.
  4. Save, then edit each customer and pick the group in Customer Group.

When you select that customer at the POS, their group's prices are used automatically.

Common questions

What is the walk-in customer?
The default customer for cash sales to people you do not need to record. It cannot buy on credit or keep change as advance.
Can I stop a customer from owing too much?
Yes. Set a Credit Limit on the customer. Leave it blank for no limit.

Related articles

How to View a Customer Ledger and Send a Statement

Open Customers & Suppliers → Customers, click Actions on the customer and choose Ledger. Pick the Date Range to see every sale, payment and return with the running balance. Download it as a PDF or email it to the customer as their statement.

Customers · Updated 11 Oct 2026 · 1 min read

How to Import Customers and Suppliers

Open Customers & Suppliers → Import Contacts and click Download template file. Fill in one contact per row: the Contact type, First Name and Mobile are required. Upload it under File To Import and click Submit.

Customers · Updated 11 Oct 2026 · 1 min read

How to Sell on Credit and Collect What Customers Owe

Select the customer and click Credit Sale to put the whole sale on their account, or take part payment. When the customer comes back, use Pay due next to their name at the POS, or tick Collect due with this order to clear old debt with a new sale.

Sales & POS · Updated 11 Oct 2026 · 2 min read

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