Customer Templates

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About Customer Templates

Customer templates make entering customer settings easier and more accurate.  You can set default values for many customer fields based on the type of customers that you maintain.  During entry, the user simply selects the customer template and the default values are completed automatically.  Customer templates can avoid costly mistakes, such as assigning the incorrect class code, which could result in incorrect pricing.

In this Topic

 Field by Field Help - Customer Template screen

 Q & A - Customer Templates

Related Topics

 2.7        How to Use Lists

 5.1        Customers

Field by Field Help - Customer Template screen

General

Customer Template Id

Enter a unique identifier that the program will use to identify this customer template for selection purposes.

Full Description

Enter a full description of this template.  Some common template names are retail, corporate, wholesale, employee, member, non-member, etc.

Class Code

Enter or select the default class code number for this customer type.  Class codes are used to separate customers with different pricing structures.

Tax Code

Enter or select the default tax code for this customer type.

Salesperson

Enter or select the employee ID of the default salesperson for this customer type.

Distribution Method

Select the default method by which this customer type should receive monthly billing statements.

Billing Group

Select or enter the default billing group for this customer type.

Allow Dunning Message on Statements

Select the default value for this field.  When checked, allows for messages to be printed on the customer's statement based on the oldest aging range in which the customer has a balance.  If unchecked, no messages will appear on the customer's statements.

Personal

Credit Hold after XX days past due

Enter the default value for this field for this customer type.  When checked, ManageMore will not allow any invoices to be applied to this customer type's balance if the customer has unpaid invoices which are the selected number of days past due.

Allow C.O.D. Purchases

Select the default value for this field for this customer type.  When checked, ManageMore allows customers to pay for invoices via COD (Cash/Check on Delivery).  COD purchases are activated when a COD shipping method is chosen on a transaction.

Allow on Account Purchases

Select the default value for this field for this customer type.  When checked, allows for this customer type to apply invoice balances to their accounts.

Customer Terms

Select the default payment terms applicable to this customer type.

Customer Credit Limit

Enter the default maximum dollar amount this customer type can have applied to their balance at any one time.

Currency Code

Enter or select the currency code that would apply to this customer type, if any.

Subject to Finance Charges

When checked, allows the program to consider this customer type for finance charges when they are computed.

Use Individual Finance Charge Rate

Select the default value for this field for this customer type.  When checked, instructs the program to use a different set of finance charge rate criteria for this customer instead of the default company settings.

Minimum Balance for Finance Charge

Enter the default least amount required for finance charges to be assessed to this customer type.

Finance Charge Amount (percentage) / Finance Charge Flat Rate

Enter the default percent of the customer balance and/or the default flat dollar amount to be charged to the customer when they are to be assessed finance charges.  If both have entries, the program will assess the higher of the two.

Q & A - Customer Templates

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