Customer Types in BMS
In the Customer Maintenance screen, a Customer Type field selection can be made if you use the Special Pricing Mtc. (Date Range Pricing) module found in the Inventory Control menu. It is used so that special pricing can be updated by the type of customer rather than by each individual customer. To use this feature, you must create at least one Customer Type in the system, although this field can be skipped and left blank if this feature does not apply to a customer. If you intend to use Customer Types, you must create those via the Customer Type Maintenance option at the top of the Customer Maintenance screen (explained below). If you don’t see this field, you must access the User Control 1 screen and update a prompt under Add Customers as follows: User allowed to change customer type.
The Customer Type Maintenance option was created—and is tied to the Special Pricing Mtc. (Date Range Pricing) module in the Inventory Control menu—so special pricing can be updated by a customer group or type rather than by each individual customer. The Customer Reference Listing can also be printed by Customer Type.
To use this option, you must create at least one Customer Type, although not all Customers are required to have a Customer Type selected. This option is available in the Setup menu located at the top right of the Customer Maintenance screen. When you choose this option, the system will prompt a Customer Type Maintenance screen as follows:
Any existing Customer Type Codes will prompt in the screen above. You can highlight and then right-click or double-click on an existing code to prompt one of two options: Edit Customer Type or Delete Customer Type. To add, click the Add button to prompt a second Customer Type Maintenance screen as follows:
At the Code (1) field, type a new code, up to 8 alphanumeric digits. At the Name (2) field, type a longer description for the Code. Click the Save button to add.