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Use customer types to setup different customer classifications. For example, Commercial, Residential, or Wholesale. This allows you to automate some of your business processes, and streamline your reporting. All of the following can be defined on a customer type.

 - Payment terms

 - Finance Charge: A fee added to a customer’s outstanding balance due for failure to comply with payment terms.

 - Customer specific pricing: This is especially useful for groups of customers that get special pricing. If your company is a Distributor as well as a retailer, you need to be able to differentiate between other dealers and the general public as far as pricing and payment terms. So you can give all your Distributors 10% off the retail price and 30 Net while your Residential customers pay full retail and are COD.


Overview

Before you set up customer types, we recommend that you set up all of the following:

#1 Finance charges

#2 Payment terms

#3 Sales tax authorities and sales tax codes


Step by Step:

Step 1: Create a customer type

#1 Open the Customer Types tab on the Accounting Setup screen (Administration > Accounting > General Setup > Customer Types).

 - This is where you create and maintain the customer types.

#2 Click Add.

#3 Name - Enter a name for this customer type, for example Wholesale or Commercial.

#4 Default to this customer type... - Check this box if by default new customers should be assigned this customer type.

#5 Asses Finance Charges on this customer group - Leave this box checked if finance charges can be assessed on this customer type.

#6 Payment Terms - Default payment terms on the customer type.

 - Payment Terms: Payment terms are created and maintained at Administration > Accounting > General Setup > Payment Terms.

#7 Sales Tax - Select the default sales tax.

 - Exempt tax code: Generally, you would select your exempt tax code if this customer type is for wholesale or commercial clients.

 - Let Evosus Decide: Select this option If the customer type is generally purchasing items over the counter, or taxes based on destination based sales tax rules.

#8 Click OK.

 - The customer type has been created and now appears on the Customer Types tab of the Accounting Setup screen.


Step 2: (optional) Add Pricing

Follow the steps below to associate a specific pricing with the customer type. For example, if you are creating a Commercial customer type that should receive a 10% discount on all items, you can set up that discount here.

#1 Open the customer type (Administration > Accounting > General Setup > Customer Types > Open a customer type).

#2 Open the Pricing tab.

 - The Pricing tab lists all of the existing customer price groups.

#3 Add pricing.

 - Option A: Add the customer type to an existing customer price group

For example, follow these steps if you want to update an existing customer price group to include the customer type that you just created.

#4 Double click on the customer price group that you want to update. The Price Group Update screen appears.

#5 Update the customer price group.

 - For example, double click on an item on the Price Details tab, open the Customers tab, and then add the customer type to the customer price group.

#6 Click OK.

 - Option B: Create a new customer price group

When you add pricing to a customer type, you are actually creating a new customer price group.

#7 Click Add.

#8 Complete the Price Group Update screen.

 - Don't forget to add the new customer type that you just created to the customer price group.

#9 Click OK.


Security Permissions Required

Category

Function

Administration – Accounting

*Can Access Accounting Tree Branch


Implications

Customer Type Pricing

Any time the customer purchases an item that is discounted because of their Customer Type Pricing, the item(s) will automatically be discounted on the order. If you pull up the customer's name on the Customer Tab and search for an item in the Inventory Tab, the system will recognize you have that customer pulled up and will show their specific pricing for any item you search for.