Texada SRM Technical Reference Manual
Texada SRM Technical Reference Manual

Associated Customers


System Maintenance Menu -> Configure System Settings -> Operations Tab -> Rental Rates & Pricing -> Price Codes -> Details window -> Associated Customers


This option can be used to assign the Price Code to the Customers, that will be reflected in Customer Information.

Customers can be assigned to each Price Code in the Details window in the Price Codes window in the "Rental Rates & Pricing" parameters on the Operations tab of the Configure System Settings.

Enter the Customer numbers that are eligible for this special pricing or select them from the Accounting Customer Search window.
 The customer telephone number is displayed.
 Changes to customer special pricing information are tracked in the Audit Log.

If the customer is already setup to receive other special pricing, a warning is generate that the new price code replaces the other special price code.

Note: Special Rates and Pricing cannot be assigned to customers that have already been assigned a Rewards Code in the Customer Codes window.

ACTIONS
 Additional actions provided by buttons on the Customer Price Codes screen include:

Move Customers to Another Price Code
 Click the REASSIGN button to move the customers assigned from one Price Code to another, as outlined in Reassign Customer Price Code.
 The main purpose of this action, is to allow special pricing to be setup in advance on a new Price Code, and then when it is all defined update the customer records by reassigning them to the new code.

The Change Customer Price Codes utility can also be used to review a list of customers and to update their Price Code.


Topic Keyword: RSCO01 (3846)