Creating customer categories and mapping the price levels
Customer Category Master
You may have different types of customers such as regular, rare, special customers, etc. who visit your store. Based on their visit, you can categorize the customers under different groups and offer price levels based on the category. For this, the customer category master is useful.
1. Click Customer >> Master >> Customer Category Master. The Customer Category Master screen is displayed.
2. In the Category Name field, enter the name for the category.
3. In the Price level type field, press F2 key. Select the option Apply from Price level Master from the drop-down list.
4. In the Price level field, press Enter. The price level LOV is displayed. Select the option Whole Sale from the LOV.
5. Click Save or press F6 to save the Customer Category Master.
Now, a customer category with the name special is created. You need to map this special category in the customer master.
Mapping the category in Customer Master
1. Click Customer >> Master >> Customer Master. The Customer Master screen is displayed.
4. In the Customer Category field, press Enter. The Customer Category LOV is displayed. Select the option Special from the LOV.
5. In the Price Level Type field, select option Apply from Customer Category Master.
6. Click Save or press F6 to save the Customer Category Master.
For the above customer, the customer category is mapped with Special and the price level type 'Apply from customer category master' is also mapped. The price level type selected in the customer category master is Wholesale.
Illustration
Consider the Price level - Wholesale from Price level Master
Applying Price Level in the Billing screen
The default price of an item without applying price level is shown in the below image.
The automatic price level application after selecting the customer is shown in the below image.
You may have different types of customers such as regular, rare, special customers, etc. who visit your store. Based on their visit, you can categorize the customers under different groups and offer price levels based on the category. For this, the customer category master is useful.
1. Click Customer >> Master >> Customer Category Master. The Customer Category Master screen is displayed.
2. In the Category Name field, enter the name for the category.
3. In the Price level type field, press F2 key. Select the option Apply from Price level Master from the drop-down list.
4. In the Price level field, press Enter. The price level LOV is displayed. Select the option Whole Sale from the LOV.
5. Click Save or press F6 to save the Customer Category Master.
Now, a customer category with the name special is created. You need to map this special category in the customer master.
Mapping the category in Customer Master
1. Click Customer >> Master >> Customer Master. The Customer Master screen is displayed.
2. Enter the details in the required fields.
3. Click the Misc tab.
4. In the Customer Category field, press Enter. The Customer Category LOV is displayed. Select the option Special from the LOV.
5. In the Price Level Type field, select option Apply from Customer Category Master.
6. Click Save or press F6 to save the Customer Category Master.
For the above customer, the customer category is mapped with Special and the price level type 'Apply from customer category master' is also mapped. The price level type selected in the customer category master is Wholesale.
Illustration
Consider the Price level - Wholesale from Price level Master
Applying Price Level in the Billing screen
The default price of an item without applying price level is shown in the below image.
The automatic price level application after selecting the customer is shown in the below image.
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