Update Customer Classification
This function can be used to add a particular Customer Classification to a selection of Customers or to those that have bought or not bought a specific Item.
This can be useful if you want to mail these Customers. To do this, run this function and then, in the CRM module, create a Customer Letter record with the Classification in question on the 'Cat.' card. Alternatively, you can use the Classification to produce reports for this set of Customers. Once the Classification has served its purpose, you can remove it from these Customers by running the function once again.
- Customers
- Paste Special
Customer register
- Range Reporting Alpha
- Specify the Customer or Customers that are to have a Classification added or removed.
- Classification
- Paste Special
Customer Classifications setting, CRM module
- Specify here the single Classification that is to be added to or removed from the selected Customers. If you want to add or remove more than one Classification, run the function as many times as necessary.
- When adding Classifications, if a particular Customer already has this Classification, it will not be added again.
- Item No.
- Paste Special
Item register
If you are not using the All option below, specify an Item here. The new Classification will be added to all Customers that have bought or not bought this Item during the specified period. If you are not using the All option, the function will have no effect if you do not specify an Item or Item Group.
- Item Group
- Paste Special
Item Group register, Sales Ledger
- If you are not using the All option below, specify an Item Group here. The new Classification will be added to all Customers that have bought or not bought Items belonging to this Item Group during the specified period. If you are not using the All option, the function will have no effect if you do not specify an Item or Item Group.
- Item Sold in Period
- Paste Special
Reporting Periods setting, System module
- If you are not using the All option below, the new Classification will be added to all Customers that have bought or not bought the specified Item during the period entered here.
- Function
- Choose whether the Classification is to be added to or removed from the selected Customers.
- Which Customers
- Choose whether the new Classification is to be added to all Customers in the selection or to those that have bought or not bought the specified Item.
- If the All option is chosen, the Item, Item Group and Item Sold in Period fields will have no effect.
There is a similar Maintenance function in the CRM module,
'Add Class to Customers'. This has the advantage of allowing you to add Classifications to Customers belonging to a particular Category or existing Classification. It also offers the possibility of adding Classifications based on Items covered by Contract.
