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Customer File - Pricing Tab
Holds all discount, billing, and pricing exemptions for the customer. For more information on the customer record (customer file), please see our article Customer File.
| Price Level | This allows you to set different pricing levels for the customer on a contract (Price level A, B, C). Each pricing level can define a discount percentage. | |
| Price Type | This allows you to select a pricing type based on the discounts given. You can group types (Best Customers, Good Customers, Linen Discount) and set different discounts per type. | |
| Discount | This allows you to set a discount for this customer. When a contract is created, a discount will appear under the discount column. You can set different types of discounts (10% Rental, 20% Sales). | |
| Rate Engine | Allows you to set the type of rate for the customer (Default, Customer, Item, Jobsite) | |
| Month to month rentals | This option will allow all monthly rentals for this customer to go for an entire calendar month, even if the item record is marked to bill for a 28-day month. | |
| Add Special Pricing | This option will allow you to set special pricing for items for this customer. | |
| Contract Printout | If a message must be printed on each customer's contract, you would enter that message in this field. | |
| TAX | Defines whether sales tax will be charged on customer's contracts. | |
| Tax Exempt | Checking this box will mark the customer as TAX EXEMPT. No sales tax will be charged on the contracts. | |
| TAX Exempt No | You can enter the customer's TAX EXEMPT number in this field. | |
| TAX No Expire | Enter the date when their TAX EXEMPTION will end. Once this date is reached, the user will be warned the next time a contract is written to this customer and the new contract will be taxed (Unless the user has security to override this and mark the contract as nontaxable). | |
| FED ID No | Allows you to enter their Federal ID number into this field. | |
| ROAD TAX | Checking this box will not charge any road tax on their contracts. | |
| Insurance No | This field allows you to enter the customer's insurance number. | |
| Insurance Expire | Enter the date when their insurance policy expires | |
| Damage Waiver | Defines if Damage Waiver will be charged to the customer's contracts. | |
| NO Damage Waiver | Checking this box will not charge any Damage Waiver on customer's contracts. | |
| Dmg Wvr Percentage | If the customer receives a damage waiver other than what is defined on the item, it can be assigned here. | |
| Finance Charge | Defines if Finance Charge will be charged to the customer's invoices | |
| NO Finance Charge | Checking this box will not charge any Finance Charge on customers' contracts. | |
| Terms | Allows you to enter Net terms to pay invoices. (Net 30, 45 days) | |
| Days until Finance Charge | Enter the number of days until the finance charge will start accruing | |
| Days | For account customers, an entered value here will generate an 'Invoice Due' date on closed and completed contracts. The number of days entered here will be added to the contract's closed date to ascertain the due date. Important! Contract-Params-MC.sql file must be used for Invoice Due date to display. |