System Data Company Classes

Every new customer must be assigned a company class. These classes are very important as they can be used for marketing analysis, to govern delivery rates and be associated with promotional tools, such as keycodes etc. Company classes can be set up with default financial information, such as credit card or account with relevant terms. Company classes can be used as price lists and they can also have a price list associated with them so when a new customer is created they are give the price list associated with their company class.

WARNING: Changing payment terms, discounts, credit limits, etc. for existing Company Classes in System Data does NOT affect existing customers.

Company Classes Grid

  • Description: the name of the Company Class.
  • Company Defaults:
    • Discount: the default discount that any company in the Company Class is given. This sets the [ Customer | Financial ] Sales Ledger Discount field for new customers of that classification and does NOT work retrospectively.
    • Terms (days): the default payment terms period for account customers (e.g. number of days from Invoice Date or Month End. Payment terms period can also be configured as a number of months).
    • Terms (type): used in conjunction with payment terms period to indicate the default date the terms are calculated from; for example number of days from Invoice Date or Month End.
    • Credit Limit: default credit limit set for this customer. Customers are not put onto credit stop when they exceed this limit but their outstanding balance will show in red (a warning is displayed when attempting to create an order for a customer whose account balance exceeds their credit limit), see How To: Change a Customer's Credit Limit.
    • Payment Type: used to set the default payment type on sales orders created for the customer, for example cash, cheque, credit card, account, voucher, credit note.
      Note: As with payment terms, discounts, etc. this payment type is overridden by the one set up against an individual company in their [ Customer | Detail | Financial ] screen, see How To: Change a Customer's Default Payment Type.
    • Pricelist: the price list that is added to a new customer if the Price List Required checkbox is ticked.
  • Order Defaults:
    • Calc Method: the method of calculation to be used when selling to customers belonging to a company class, for example Net Unit (B2B) or Gross Unit (B2C). Default is the default calculation method of the system, this is the 'Sell prices are net' option in [ System Values | Sales | Pricing ].
    • Brand: the brand to be used as default for the Company Class, see How To: Setup Branding. This will affect all new and existing customers when creating sales orders and new and existing suppliers when creating purchase orders.
  • Nominal Postings:
    • Sale Nominal: the sales nominal used to map sales to a specific Company Class.
    • Purchase Nominal: the purchase nominal used for a Company Class.
    • Nominal Class: When a customer is created, set their nominal classification as per their Company Class. When a customer is moved to a Company Class, their Nominal Classification is set as per their new Company Class if the user agrees to in the existing change price list dialog.
      Note: existing customers are not automatically updated with a linked nominal classification.
  • Options:
    • Manual Prices: if ticked the system will ignore any promotional prices or discounts set against either the Customer or Customer Class and allow the operator to manually key in the price when adding the Stock Item to the Sales Order (default=Sell Price).
    • Search Exclude: if ticked then any customers belonging to that company class will be hidden on customer screen searches unless that company class is selected and the filter is on.
    • Assign Stock: assigns stock to sales orders, else if not ticked the stock assignment will be postponed.
    • Inflate Prices: for countries where VAT is not applicable, the sales order price can be artificially increased to what the gross amount would be if VAT was being charged. The benefits are that there is a better margin on stock items by keeping the gross price the same and pocketing the vat amount.
      1. You can use this post-Brexit to charge the EU customers the same price as if VAT was included in the sell price of goods, see How To: Charge a Customer Gross Prices if they don't pay Tax.
      2. This is NOT included in the web service export.
      3. We do not recommend the use of this option, for example with Amazon imports for Jersey sales orders, it causes payment amounts not to match.
      4. If you are creating a customer return from an imported sales order for a customer that doesn't pay VAT, this option, when enabled, will create a credit note which has prices that are inflated. You will have to manually adjust the price in the Credit Note to the amount that the customer paid, else the refund amount will be for too much.
    • Price List: indicates if the Company Class is a Price List, it will also appear here when added on the [ System Data | Sales Order Processing | Price Lists ] screen.
    • Web match: if ticked, will affect the order import to match only these classes, if any other class is specified in the XML file (even if exists in Khaos Control) then it cause an error.
    • Restrict DDs: if the Company Class is a Price List then if ticked it will not appear in drop down lists that are specifically for Company Class in the following screens:
    • Show Name (default=ticked) (Customers Only): un-ticked the existing Name checkboxes in the [ Sales Order | Detail | Addresses ] screen will be unticked in new sales orders created for customers in the associated company class. This will stop the Company Name from printing on the following documents:
      • Invoice
      • Credit Note
      • Delivery Note
    • Pricelist Required: if ticked then a customer with this Company Class can only purchase items contained on the Price List, see How To: Restrict the items a Customer can buy to those on a specified Price List.
    • Include in Safe Level (default=ticked): ticked, the sales from members of this company class will be included when carrying out Safe Level Reassessment, see How To: Update Stock Safe Levels based on Past Sales.

Note: the default values set against each company class are used when creating new customers and do not have ANY impact on existing customers by either amending their company class or by amending the default price list set against existing Customers' company class.

Company Classes Context Menu

  • Apply Value Range: allows the user to specify a value that is to be applied to all of the currently selected rows/items for the current column.
  • Clear Selection: deselects the currently selected line(s).

See Also

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