Previous Topic

Next Topic

Set up customer types window

From Customers, select Set up module > Customer types

Customer Types

This field lists the codes and descriptions for the defined customer types.

Type

Use this field to enter a unique code to represent a specific grouping (Max. characters 5). This code corresponds to the Type field in the Manage customers window.

Description

Use this field to enter the descriptive, full name of the customer or nonmember group that corresponds to the abbreviated type code you assigned. This description displays in the drop-down list on the Manage customers window. If the Description field does not contain a value, the value in the Type field is used.

Is a Company

Enable this option to indicate that the customer type you are defining represents companies or other entities rather than individuals. By enabling this option, iMIS will be able to maintain relationships between companies and individuals for the purpose of maintaining current company rosters and other related lists.

Is a Member

Enable this option to indicate that the group represents a customer category rather than a nonmember. By enabling this option, iMIS can distinguish between members and nonmembers regardless of how many types or categories you maintain. This provision lets you produce quick lists, reports, and counts by members or nonmembers.

Billing Codes

Use these fields to enter up to 10 product codes for each customer type. These entries dictate the dues products that automatically will be billed for each customer type. Only link dues products that should be billed to all members within the type. Do not enter add-on products that are optional or vary from member to member.

All codes entered here display on dues bills for this customer type unless the line item bills at zero dollars and the renewal notice option to suppress the printing of zero balance line items is active.

The first product cross-referenced is the key product because it controls the advancing of the overall membership paid thru date. For best results, enter the primary dues product code in the first Billing Codes field.

Note: Unless all line items for the type are complimentary or are to be billed zero dollars, do not insert a product in the first line that will have a zero price amount such as a complimentary product. When a product line item is billed and a zero amount has been set, the paid thru date will automatically advance.

Comp

Enable this option if the dues item will be provided at no charge for this customer type.

Fixed Amount

Use this field to enter a fixed rate that applies to all or most customers of this type.

Bill Company

Enable this option if the parent company is to receive the bill for customers of this customer type that are linked to it; for example, if a List Bill requirement exists.

Print

Used to generate and send a customer type table report to your report destination.

See Also

Defining Customer Types

To define customer types

To edit customer types

To delete customer types


ASI logo 10.6 Production Release. Updated 2/24/2006 11:23:43 AM
© Copyright by Advanced Solutions International, Inc. All rights reserved.