Customer type categories are used with special pricing. For example, create a billing category of 1 for customers living in Texas and a billing category of 2 for customers living in California. Then go to special pricing and set up special rates for customers who have a customer type of M, a billing category of 1, and who live in Dallas.
To define special pricing
1. From Billing, select Set up module > Products to open the Set up products window.
2. Select a value from the Current Products list to which special pricing will apply (for example, DUES-BASIC).
3. Click Special Prices to open the Special Pricing window. The product code selected from the Set up products window automatically displays in the Product field on the Special Pricing window.
4. Click New. The Base Amount field displays.
Note: To modify an existing rule, select the rule and click Edit.
5. Define a special pricing rule by entering the Type, Description, and Base Amount. Other options may also be selected such as Flat Amount, Exact Match, and so forth. For more information on defining the options, see Special Pricing Examples.
Note: Some pricing rules require a basic understanding of SQL and user-defined fields. See a SQL manual for information about entering SQL commands. Also, see Creating the Name_All View.
6. Click Save.
To create a new billing category
1. From Customers, select Set up module > General to open the Set up general options window.
2. Click Basic Options to open the Customers Setup - Basic Options window.
3. Click Edit.
4. Enable the Use Bill Categories option.
5. Click Save.
6. From Customers, select Set up tables > General lookup/validation to open the Set up general lookup/validation window.
7. Select CATEGORY from the tables drop-down list.
8. Click New.
9. Enter the billing Code. The CODE field must be 5 characters or less; otherwise, it will not display in the Category drop-down list under Customers.
10. Enter a Description that will help identify the billing code.
11. Click Save.