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BrandDrive Help Center BrandDrive Help Center
  • Home
  • BrandDrive Academy
  • Sign In
  • Inventory
    • Setting up your product catalogue
    • Adding product variants (size, colour, batch)
    • Importing products in bulk via CSV
    • Recording stock movements (restocks, transfers, write-offs)
    • Tracking stock levels and setting reorder alerts
  • Sales & Invoicing
    • Creating and sending an invoice
    • Adding line items, discounts, and payment terms
    • Recording a sale manually
    • Setting up recurring invoices
    • Tracking paid and unpaid invoices
  • Point of Sale (POS)
    • Setting up your POS for the first time
    • Handling split payments and discounts at checkout
    • Managing cashier accounts and permissions
    • Processing a sale at the POS
    • Setting up barcodes, printers and generating receipts
  • Online Store
    • Processing and fulfilling online orders
    • Setting up your BrandDrive online store
    • Sharing your store link and managing social commerce
  • Expenses
    • Recording and categorising an expense
    • Attaching receipts to expense records
  • Customers
    • Adding and importing customers
    • Tagging and segmenting your customers
    • Viewing a customer’s purchase history and balance
  • Team Management
    • Adding staff accounts and assigning roles
    • Reviewing activity logs by team member
    • Setting custom access levels
Manage your Daily Operations

Tagging and segmenting your customers

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Updated on March 16, 2026

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Manage your Daily Operations
  • Inventory
    • Setting up your product catalogue
    • Adding product variants (size, colour, batch)
    • Importing products in bulk via CSV
    • Recording stock movements (restocks, transfers, write-offs)
    • Tracking stock levels and setting reorder alerts
  • Sales & Invoicing
    • Creating and sending an invoice
    • Adding line items, discounts, and payment terms
    • Recording a sale manually
    • Setting up recurring invoices
    • Tracking paid and unpaid invoices
  • Point of Sale (POS)
    • Setting up your POS for the first time
    • Handling split payments and discounts at checkout
    • Managing cashier accounts and permissions
    • Processing a sale at the POS
    • Setting up barcodes, printers and generating receipts
  • Online Store
    • Processing and fulfilling online orders
    • Setting up your BrandDrive online store
    • Sharing your store link and managing social commerce
  • Expenses
    • Recording and categorising an expense
    • Attaching receipts to expense records
  • Customers
    • Adding and importing customers
    • Tagging and segmenting your customers
    • Viewing a customer’s purchase history and balance
  • Team Management
    • Adding staff accounts and assigning roles
    • Reviewing activity logs by team member
    • Setting custom access levels