Learn about the benefits of categorizing your customers and vendors
Prerequisites
Taxes and Levies must be setup
Getting There
Overview
A classification for your business partners (Transactions→Customers/Vendors). Business partners have multiple category types that apply to them, this article explains their usage.
Benefits
Properly categorizing your customers and vendors provides the following:
- Makes your business partners easier to search.
- Allows you to create process rules for specific customers as part of your sales process.
- Classify how customers should be taxed.
- Group customers by geography, delivery routes, etc.
- Provided a finer-grained control for your accounting integration.
Business Partner Category Type
A general classification of customers and vendors. Levies and pricing can be affected by the value chosen for a business partner.
Fields
| Name | Name of the category value as it will appear in the application. |
| Description | Arbitrary description of the value and it's usage. |
| Government Pricing | When selling to this customer, use the Government Price (as defined in the Product SKU) rather than the retail or wholesale price. |
| Levy Exemption | For each Levy you have set up, there will be a column that you can exempt products in this category from. |
Billing Category Type
The billing category controls where the invoice is sent for customers that belong to a certain billing category. In your accounting connection, you can link a target customer to a billing category. Then when invoicing any customer which has this billing category, the invoice will actually be sent to the configured target customer, not the customer on the Sales Order. This works well for selling to a chain that wants all invoicing to go to their head office.
Fields
| Name | Name of the category value as it will appear in the application. A best practise would be to use the name of the target customer. |
| Description | Arbitrary description of the value and it's usage. |
Payment Terms Category Type
The payment terms category type allows you to define which payment terms are available to assign to customers or vendors. The values can be mapped to payment term values in your integrated accounting system. When creating invoices, the payment terms on the invoice will come from the value specified on the customer.
Fields
| Name | Name of the payment term as it will appear in the application. It is best to name these exactly the same as in your accounting system. |
| Description | Arbitrary description of the value and it's usage. |
Regions Category Type
Allows you to group customers by region. When integrating with an accounting system such as QuickBooks Online, you can map these regions to the locations field in the 3rd party system.
Fields
| Name | Name of the category value as it will appear in the application. |
| Description | Arbitrary description of the value and it's usage. |
Routes Type
Allows you to group customers by the delivery route.
Fields
| Name | Name of the category value as it will appear in the application. |
| Description | Arbitrary description of the value and it's usage. |