Customer Types Procedure Follow

Customer Types Procedure

GlasPacLX includes Agent, Insurance, and Walk-in customer types as generic defaults. However, you can also create new customer types to further define your account customers. When you create your own customer type, you are essentially creating a new customer ID, which you associate with one of the predefined default customer types.

One reason you may want to set up your own customer type is that you can specify preset discounts to specific customers, which will automatically apply that discount whenever you select that customer for an order. For example, if you have Fleet and Body Shop customers, even though both fall under the �Customer� customer type, they will have different discounts.

Setting up customer type associations is also plays an important role for import/export processes when you use 3rd party accounting packages, such as QuickBooks.

 

Use the following instructions to create new customer types.

1.        From the Customers menu, select Customer Types to display the Customer Type window.

CustomerTypeMaintenanceDialog75.gif

2.        Select the Insert Item button to enter a blank line in the Customer Type grid.

3.        In the �ID� column, type a name for this customer type. Use a name that clearly identifies this customer type (e.g., Fleet, Contractor, Body Shop, etc).

Note: GlasPacLX includes Agent, Insurance, and Walk-in customer types as defaults. If you want to replace the default customer IDs with customer types of your choosing, create your new ones first, and then delete the ones you don�t want. The list must always contain at least one item.

4.        The Accounting A/R Type column is used with QuickBooks Integration, a 3rd party accounting package. If QuickBooks is not installed on your system, skip this step and leave this column blank.

If QuickBooks is integrated and running, use the drop-down list to associate each GlasPacLX Customer Type with its equivalent A/R Customer Type in QuickBooks.

5.        In the �Treat As Type� column, use the drop-down menu to select a predefined GlasPacLX customer type (shown below) to correspond with the entry you made in �ID� column.

Customer: This is a cash or account customer (e.g., walk-in, contractor, developer, fleet, etc.) with

whom your business has an ongoing relationship. This customer�s information is saved in the database and no insurance company or agent will be involved in your transactions.

Agent: This customer is an insurance agent who reports auto glass replacement claims for

insurance companies. Agent information is saved in the database, including any associations with insurance companies.

Insurance: This customer is an insurance company who will be invoiced directly for processing auto

glass replacement claims.

For example, for a �Fleet� customer ID, select the �Customer� customer type in the Treat As Type drop-down.

6.        Repeat steps 2 through 5 for all of the customer types you need to add for your business.

7.        Select the Save button when you are satisfied with your entries. This saves the new data and closes the window.

 

These new customer types will populate the drop-down list in the �Type� field of the Customer, Insurance Company, and Agent Maintenance windows, where you will make the actual associations between specific customers and their respective customer types.

Have more questions? Submit a request

Comments

Powered by Zendesk