Customer Categories - Pricing Card

Price List
Paste Special    Price List register, Pricing module
Used as default in    Customers, Quotations, Orders, Invoices
The Price List entered here determines the prices used in Orders and Invoices for all Customers belonging to this Category. Price Lists are described here.

Discount Matrix
Paste Special    Discount Matrix register, Pricing module
Used as default in    Customers, Quotations, Orders, Invoices
A Discount Matrix code entered here determines the discount structure for all Customers in this Category. Discount Matrices are described here.

Down Payment Percentage
When creating Down Payment Invoices from Sales Orders for Customers belonging to this Category, enter here the percentage of the Order total that is to be the value of the Down Payment Invoice. This value will be rounded up or down to the nearest whole number.

If this field is blank or the Customer does not belong to a Category, the percentage will be taken from the Down Payments setting in the Sales Orders module.

Wherever the percentage is taken from, it can be applied to the Order total including or excluding VAT. This is set in the Down Payments setting.

Main Item Classification
Paste Special    Item Classifications setting, Stock module
If you are using the HansaWorld Enterprise Web Shop, you may wish to offer different Items to different Customers. You can do this by dividing the Items into sets known as "Classifications" and then specifying a Classification for each Customer or Customer Category. Customers will see only those Items in the relevant Classification when they log on to your Web Shop site.

If you have specified a Classification at the individual Customer level, this will override one that has been specified at the Category level.

If you have not specified a Classification has been specified for a Customer or Customer Category, the Classification with the Code "MAIN" will be used. If there is no "MAIN" Display Group, or if you specified a non-existent Classification for the Customer or Category, no Items will be listed when the Customer logs on.

Web Order Class
Paste Special    Order Classes setting, Sales Orders module
Specify here the Order Class that you wish to be used in all Orders placed over the web (i.e. using the HansaWorld Enterprise Web Shop) by Customers of this Category. All such Orders will be given this Class automatically.

You can only specify a Web Order Class at the Customer Category level, not at an individual Customer level. It is therefore recommended that you place all Web Shop Customers in a Customer Category if you want to distinguish and analyse their Orders using the Order Class field.

Conventional Orders (i.e. those entered directly to the Sales Order register and those created from Quotations) will not use this Order Class.