The Account Class can be added or edited using two different menus:
All Customers menu
- Select the customer and go to the Account tab.
- Select Add New or Add Existing.
- On the Account Details dialogue, select Edit.
Account Management menu
- Select the Account Classes option from the Edit Options drop-down list.
- Select New or Edit.
To add or edit account class:
1. On the Account Class Details dialogue, enter the account class name.
2. Enter the following information.
| Field | Description | ||
|---|---|---|---|
| Messages | |||
| Period 1 Overdue Message | The overdue message that will appear on all customer statements that have an overdue account for 1 statement period. | ||
| Period 2 Overdue Message | The overdue message that will appear on all customer statements that have an overdue account for 2 statement periods. | ||
| Period 3 Overdue Message | The overdue message that will appear on all customer statements that have an overdue account for 3 statement periods. | ||
| Message On Statement | The generic message that will appear on account statements whether the customers account is overdue or not. | ||
| Fees and Charges | |||
| Account Keeping Fee $ | Set an account keeping fee. The account keeping fee will be charged to every customer every statement period. | ||
| Allow Overdue Charges | This option will allow you to apply charges to the overdue accounts. | ||
| Statements overdue before charges incurred | The number of statement periods that have to be overdue before charges are incurred (1, 2 or 3). NOTE This will be enabled only if the Allow Overdue Charges option is selected. | ||
| Overdue Fee | The overdue fee charged on the account in dollar amount or in percentage using the drop-down list. NOTE This will be enabled only if the Allow Overdue Charges option is selected. | ||
| File Transfer Options | |||
| Price Charged | The price type charged on the stock transfers, there are four options:
| ||
| Surcharge % | Set the Surcharge in percentage that will be applied on top of the price charged. | ||
| Include Retail On Invoices | This option will show the retail price that would be charged for the item in the invoice. | ||
| Exclude From Sales Figures | This option will show transactions in the sales figures.
| ||
| Include Expected Sales when calculating Available Stock | This option will include the expected monthly sales figure when calculating the SOH available for stock transfers. | ||
| % of available stock to be supplied | The percentage amount of how much of your available stock you are willing to transfer.
| ||
3. Select OK to save the changes.
The account class will be added to the Customer Account.
