Customer Category Code
Customer Category code can be numeric or alpha.
For details on the use of “codes”, see The Role of “Codes” in Online Advantage
Customer Category Name
Enter text to describe the Customer Category. This is shown when selecting a customer category as a report filter or when assigning a category to a customer and also in report sub totals.
For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Stationery Messages
You can set up Standard Stationery Messages to appear on documents such as Invoices and Statements. For example, you may want invoices to include a note about your end of year closure times. You may also override the Standard Stationery Messages or simply target all customers in a specific category with a message entered against a Customer Category. For example, you may want to remind all Customers in the ‘Retail’ category that there is a price increase effective of a certain date.
Message to Appear on Document
Enter a message to appear on the selected document when the document’s customer is assigned to the category. Leave blank and any message entered in Standard Stationery Messages will be printed on the document instead.