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Customer Marketing

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    Posted: 31-Jan-2007 at 06:59
 
GST Exempt Checkbox

The GST exempt checkbox should only be ticked for customers who are exempt from GST. This would normally apply to and overseas customer.

Phone

The phone should be the primary phone number for the customer’s business. It is a good idea to decide on the standard format for entering the phone number.

Try and use the same convention for the country, area code and general spacing.

Mobile

The customer’s mobile phone number or a second contact phone number can be entered here.

Fax

The fax number for the client should be entered here with country and area code if applicable. This number is designed for use with automatic faxing software.

E-mail

The customer’s e-mail address should be entered in lower case. The e-mail address will be used for automatically e-mailing invoices and other details to customers.

Sales Contact

The sales contact should be the primary person for sales and marketing at the customer’s business.

Accounts Contact

The accounts contact should be the primary contact name of the person responsible for collection of debts and general accounting queries.

Salesperson Code

The salesperson’s initials should be entered here. It is important that the initials or number is used uniformly throughout all customers as this code will be used for dissection of reports and commission. At point of invoice this will be the default salesperson code for this customer, which can be overwritten if required. Customer Reports can be filtered by salesperson code.

Cycle Code

The cycle code can be used to specify call out times for the salesperson to visit the customer. Customer reports can be filtered by cycle code.

Report Code

The report code is used to classify the type of customer. Customer reports and some trading and transaction reports can be filtered by specific report code.

Commission Percentage

If commission is paid to salespeople enter the default commission rate for each customer without a percentage sign. At point is invoice the commission will be calculated based upon this rate, and can be overwritten if required.

Area

The area code is used for classifying customers by area. The area code can relate to a region or be used for some other type of classification. Customer reports and some trading and transaction reports can be filtered by specific area code.

Price Level

The price level is used to determine the price that products will be charged to the specific customer at point of invoice, order and Point of Sale. The product control screen allows for price levels A-F. If no price level is specified it defaults to the price level A. A specific discount can be entered against each price level. For example B10 would give the price of 10 percent off price B for all products. Markup on cost can also be used. X is used for last and current cost and V is used for average cost. X10 would give a price of 10 percent markup on the higher of last or current cost. The F8 Price button displays a detailed customer pricing grid if required.

Price As

A useful feature has been added in the software to enable customers to borrow or use another customer’s price grid. Simply enter the required customer code in the price as field in the customer control screen. At Point of Sale, invoice or order the price as customer’s price grid will be referred to first, followed by the customer’s own price grid. This is very useful where a number of customers have similar  ricing structures.

Marketing Code

The marketing code is useful for classifying customers by specific marketing categories. Customer reports and some trading and transaction reports can be filtered by specific marketing code.

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