Customer Codes

Because business relationships with your customers usually vary, each customer can be assigned specific codes to enable the software to handle his business according to your requirements.
Following are some codes and tunable settings that can be defined uniquely for each customer.

These settings include:

SPECIAL PRICING

A window is provided to access and maintain the unique rates and pricing controls that apply to this customer.

• If your firm uses Standard Pricing the Standard Customer Special Pricing window is called to customize the customer pricing.
• If the Multi-Tiered Pricing feature has been activated in the Company Rate Parameters the more complex Multi-Tiered Customer Special Pricing window is called.

The Rate Discount Tracking Report can be used to review and analyze rental discounts given on contracts for the customer, using division and date filters.
Changes to special pricing information are also tracked in the Audit Log.

Note: A Rewards Program can not be assigned to a customer if the customer has already been assigned any rental or sale discount percents, trade discount percents, discount plans, special pricing, special rates codes, tiered prices or rates, loyalty plan or delivery/pickup billing code.
The Special Pricing fields are disabled if a customer has already been assigned a Rewards Code in the Customer Codes window.

REWARDS CODE

This field only applies to On Account customers when the Rewards Program processing is activated in Custom Processing, and is always disabled for Cash customers, and for 'Child' customers as the code defaults from the 'Parent'.
To be eligible for the Rewards Dollar plan the On Account customer and any Child accounts, cannot be assigned any other discount plan, including rental or sale discount percents, trade discount percents, special pricing, special rates codes, tiered prices or rates, loyalty plan, or delivery/pickup codes.

Enter a customer Reward Program code or select one from the Reward Program Search window to allow this customer to earn Reward dollars that can be used to pay On Account invoices according to the configuration of that Reward Program level.
If the customer is not eligible for a Rewards Program, the Information Log is triggered listing the discount or pricing programs that are currently assigned, and that must be removed in order to make this customer eligible for a Rewards code.
Any changes to Rewards Code assigned are tracked in the Audit Log.

The Update Customer Reward Programs can also be used to automatically re-assign Rewards Codes to the appropriate Reward Program level based on the customer's monthly business activity.

TERMS CODE

Enter a terms code or select one from the drop-down list as setup in Terms Codes.

PRIMARY CUSTOMER TYPE

Enter a valid Primary customer type, or leave the field blank for UNASSIGNED, or select one from the drop-down list as setup in Customer Types.
Refer to Customer Types for the Features Employing the Primary Customer Type Assignment.

SECONDARY TYPES

The Secondary customer classification is for information only, as outlined in Secondary Customer Types.

SALESMAN CODE

Enter the number or initials of the salesman who has been assigned to this customer, or leave the field blank for UNASSIGNED, or select a code from the drop-down list as setup in Salesman Codes.

CURRENCY CODE

This field defaults from the company values in Company Information.
Enter C for Canadian, U for U.S., or A for Australian funds, or select the currency for this customer as setup in Currency Codes.
Invoices and payments for this customer, default to this currency.

Exchange:
If the currency assigned here is other than the company currency in Company Information, the post currency exchange processing can be activated by Texada Support from the Support Application Parameters, to use the exchange rate setup in Currency Codes on Inventory sales, rentals, purchases, and Finance Charges.

COLLECTOR CODE

Enter the number or initials of the collection person who has been responsible for this customer account, or leave this field blank for UNASSIGNED, or select a code from the Collector Search window.

Reports that can be generated by collector include Collector's Report, and Aged A/R Summary.

LOYALTY PLAN

Enter the Loyalty Plan Codes if this customer should receive loyalty discounts on rentals or select one from the Loyalty Plan Selection window.
Changes to Loyalty Plan assigned are tracked in the Audit Log.

LOYALTY #

Enter the card number where applicable.

Any Loyalty Plan discount over-rides both the customer and site rental discount on the document header, and the Loyalty Plan description is included on the Comments to print on the contract.

Note: A Rewards Program can not be assigned to a customer if the customer has already been assigned any rental or sale discount percents, trade discount percents, discount plans, special pricing, special rates codes, tiered prices or rates, loyalty plan or delivery/pickup billing code.
The fields are disabled if a customer has already been assigned a Rewards Code in the Customer Codes window.

TAXES

Texada SRM offers three separate tax process options.
The prompts that are displayed for Customer Tax setup depend on the tax processing method activated for your firm as outlined in Tax Prompts by Taxing Method.

Finished?

Click OK to accept the information in the codes window, and return to Customer Information.