Customer Maintenance (Page 2)
- Samantha Speakes (Deactivated)
- Jennifer Watson (Deactivated)
Preferred payment type determines the default payment method for the customer, the code is pre-filled in from the template selected in a prior step. If you are adding a wine club member to the system you will overwrite this value with your systems preferred payment code for the card type they provided (Visa/Mastercard- VM, American Express- AM, Discover- DC). In the field to the right you will key in the credit card number and in the farthest right box the expiration date for that card.
The remainder of the fields are also pre-filled in from the previously selected template.
The Resale field determines whether or not this customer will be reselling the wine.The default is always N or no, as most customers purchasing through the PS module will not be reselling the wine with a resale permit number. If the flag is flipped to Y then a resale number is required and sales tax will not be charged.
The price type field determines that customers default price type or level. Ordinarily there are four main pricing levels on the direct to consumer side, you may have more or less depending on individual company setup. There is a drop down in each code driven field of the customer record that you can use to help select the appropriate code for that field.
The overall discount field should NEVER be filled in, unless EVERY item that customer purchases (wine and non wine) is to be given the exact discount keyed into that field. This would generally never happen so we recommend that you leave this field blank to avoid potential pricing errors.
The customer type field is used for reporting purposes. This field is used to designate your customers top level customer type, segmenting your wine club members from your retail customers from your employees and former club members. These are four character codes defined by each winery at startup and added to as more reporting needs are found. Commonly used codes are RETL- Retail, CLUB- Wine Club, XCLB- Former Club, and EMPL- Employee.
Market and Region are optional reporting fields that may or may not be used on your system. They are user defined fields that are shared with the wholesale customer records. You may see sales regions in the region field that do not pertain to the direct to consumer side of the business or you may have selected to use this field for an alternate reporting purpose. The most commonly chosen option for those two fields is to fill them in with NA or Not Applicable.
Shipping code is used to determine the default shipping method and pricing for that customer. The system will use the default supplied in the template initially chosen. If the customer would like a default shipping code (overridable on every order) that is different from the template default, choose from the drop down items available. This is the default for all NON club orders. The code on this page should never be your will call pickup code, it should always be a shipping code with shipping charges attached to it.
Your system should be setup to initially show you only those shipping codes that you have told the system are available for those states. Shipping codes are setup for each carrier, level of service and zone combination that you ship to. The codes are found and maintained in your Maintain Shipping Charges (MSC) file.
Once you have selected the proper default shipping code select enter to move to page 3 of the customer record.