¶ Customer Category
¶ Usage
Customer segments are an essential part of any sales system, allowing you to categorize your customers into groups based on specific characteristics or policies.
¶ Prerequisites before adding a new customer category
- The user has the necessary user permissions.
- The chart of accounts (COA) and related financial settings are correctly configured.
- Relevant lists such as price list, payment terms, and market type are predefined in the system.
¶ Fields Description
-
Category Code:
A unique and abbreviated identifier for the category (e.g., “GO” for Gold, “RET” for Retail). -
Category Name*:
The full and descriptive name of the category (e.g., “Wholesale Customers”, “Retail Customers”). -
Receivable GL Account:
The accounting account in which debts owed by customers in this category are recorded. -
Sales GL Account:
The accounting account in which sales revenue generated by customers in this category are recorded. -
Sales Returns GL Account:
The accounting account in which sales returns from customers in this category are recorded. -
Discount GL Account:
The accounting account in which discounts granted to customers in this category are recorded. -
Price List:
Specifies the default list price that automatically applies to customers in this category. -
Payment Terms:
Specifies the default payment terms applied to customers in this category (e.g., “Net 30 Days”). -
Market Type (B2B - B2C):
Specifies whether the category deals with businesses (B2B) or consumers (B2C), for classification and analysis.
¶ Actions
- Save:
After entering the previous fields, the user clicks “Save” to save the customer categories defined in the system.