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