Overview
A record containing default information used to categorize and speed the entry of new Customers. The Customer Class contains parameters/values that are applicable to all Rootstock Customers assigned to that Customer Class.
Application
As a new Customer Master record is entered, a Customer Class is selected and the Customer Master record is populated with the Customer Class values. The values may be overridden during the entry of the Customer Master or on saved Customer Master Records. A "default" Customer Class is defined on the System Default record (SYDEFAULT).
These values are carried through from the Customer Master to the Sales Order.
The Customer Class can further define Customer default fields. This code is used to set a number of fields when adding the Customer Master record.
NOTE Customers added from a Salesforce Account get assigned the “default” Customer Class defined on the System Setup > System Default record.
EXAMPLES of Customer Classes
- Wholesale
- OEM
- House Customer
- Trade
- Retail
- Federal Government
- State Government
- Universities
Considerations when entering Customer Classes include:
- Discounts
- Sales Region
- Order Types
Prerequisites
SO Control: Sales Order Setup > SO Control
Carriers: Sales Order Setup > Carriers
FOB Codes: Sales Order Setup > FOB Codes
Freight Terms: Sales Order Setup > Freight Terms
Sales Region: Sales Order Setup > Sales Region
Sales Order Type: Sales Order Setup > Sales Order Type
Shipping Method: Sales Order Setup > Shipping Method
Tax Locations: Sales Order Setup > Tax Location
Currency Master: System Setup > Currency Master
Credit Terms: System Setup > Credit Terms
Processing
Step 1 - Navigate to Customer Class - User is taken to a list view of existing Customer Class records.
Step 2 – Activity to be done
- To add a new record, from the list view select the ‘New’ button.
- To edit an existing record, click the Name and then select ‘Edit’ from the Action dropdown.
- To view, select the Name in the ‘Name’ Column
Fields
Default Product Type: Default Product Type for this Customer class. This value defaults when entering a new Sales Order Line. It can be overridden on the Sales Order Line. (See also Menu Path = Sales Order Setup > Product Groups). Product Types are:
- Stock
- Configured
- Kit Service
- Miscellaneous
- Entitlement
- Recurring Services
Customer Class: A user-defined code up to 10 alpha-numeric characters is used to identify the Customer Class record.
Description: Description of this Customer Class.
Customer Lead Time: The standard time it takes for the product to reach the Customer after it has been shipped (used in the delivery/required date calculations).
Price Calculation Discount: The Discount specified here will be applied to Sales Order Lines for this Customer Class. This Discount is applied during the price buildup process.
Default SO Line Discount: The Defaulted Discount percentage allocated to a Sales Order Line.
Sales Order Discount: This value sets the Calculated Discount that is provided for this Customer Class at the Sales Order header level.
Sales Region: The Sales Region associated with this Customer Class. (See also Sales Order Setup > Sales Region)
Currency: The Currency in which the Customers belonging to this Customer class perform their transactions. (See also System Setup > Currency Master)
Default Carrier: Default Carrier for this Customer Class. (See also Sales Order Setup > Carriers)
Default Ship Method: The Ship Method set here will be used as the Default Ship method for this Customer Class. (See also Sales Order Setup > Ship Method)
Default Terms: Terms set here will be used as the Default Terms for this Customer Class. (See also System Setup > Credit Terms)
Customer Buys Product: When selected, indicates that this Customer Class buys Products.
Place Orders in the Customer Currency: When checked, the system will use the Customer's currency. If unchecked, the Home Currency will be used.
Default Tax Location: The Tax Location set here will define what Tax rates are applied to this Customer Class. (See also Sales Order Setup > Tax Location).
Default Order Type: From the user-defined Order Type table, this is the Default Order Type for this Sales Order Class. (See also Sales Order Setup > Sales Order Type).
Default Freight Terms: From the user-defined Freight Terms table, this is the Default Freight Terms for this Customer Class. (See also Sales Order Setup > Freight Terms).
Default FOB: Default FOB for this Customer Class. (See also Sales Order Setup > FOB Codes):
Customer Buys Services: When selected, it indicates that this Customer Class buys Services.
Comments: Comments for this Sales Order Class.
NOTE The following fields are externally editable but are not accessible from the VisualForce page.
Customer from Account – Suppress Addresses: This option suppresses the auto-creation of Customer Addresses from the referenced Salesforce Account's addresses when Rootstock Customers are created.
Customer from Account – Suppress Contacts: This option suppresses the auto-creation of Customer Contacts from the referenced Salesforce Account's contacts when Rootstock Customers are created.
Step 3 – Save.
SEE ALSO
Customers
Carriers
SO Control
