Classifying Customer Pricing Based on Customer Type
Accounts Receivable manages your customers and you can group your customers to apply price levels. For example, you might have different prices when contractors purchase some items. You can set up the software to apply a different price for different groups of customers.
If you want to assign special price levels to groups of customers, you can define Type Codes and attach them to customer records. When you set up price levels for customer groups in Sales, you use the Type Code to define which customers receive certain prices.
To attach your Type Codes to customer accounts:
1 In Accounts Receivable, select Customer Accounts > Add / Change Accounts.
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2 In the Number field, select the customer you would like to edit and click the Edit button.
3 For each customer in a group, enter the matching code in the Type field or select the code from the Lookup.
If the code doesn’t yet exist, you can add it on-the-fly by selecting the Add button in the Lookup.
4 Select Save to keep the code for this customer. You can change this code at any time, but the change is only reflected in future transactions, not in previously-posted transactions.
Published date: 12/31/2020