Category |
Each customer entered into the system must be assigned to a Customer Category. This section of the system allows you to create, edit, and delete customer categories, which are then assigned to customers when their accounts are created in the Customer Master. This helps to group customers by the type of business that they run, or by the type of pricing they receive. You can use these groups to determine pricing, make mass changes, and print focused reports. Categories can be assigned to Price Contracts or used in the Price Matrix for pricing. You can change the category that a customer belongs to by editing the General tab of the Customer Master.
You can also print a report of customer category reference codes and descriptions by clicking on the Report button in the bottom left corner of the screen.
Making Mass Changes for Customers |