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Customer Type Manipulation

What is the Customer Type Manipulation function?

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In this area, we can create customer types based on a mark up rate for a total order value cost. 

Instead of using our standard markup rate function which adds a markup to a certain supplier range, you can now add/edit clients to be connected to a certain customer type which is based on a markup rate being applied to a total order value cost. 

This means a much more accurate sell price on your website.

 

This is how an already filled out Customer Type Manipulation area looks like:

 

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Firstly we need to have a DEFAULT markup Customer Type added, this is for all new customers and people browsing your website.

We give this the Customer Type "def"

Level: This is how the information is displayed in your table, its a numbering sort by position to keep your customer types neat and tidy if you have different ones.

Cost: Everything UP TO this total order cost for a single product qty with print will have the appropriate markup applied to it. Example: 25 x Caps with embroidery @ $15.00 each will = $225 + GST. This means this product line will use the Customer Type Level 1 for its markup, which is 1.87 on this example. 

Markup: This is where you enter the markup rate, remember 50% mark up should be written at 1.5 etc 200% markup written as 2.0

Remove: This removes that particular customer type line.

 

Example

This the order value of this line item is $3140 + GST, it is based on Level 3 which is 1.62 Markup (62%)

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Adding or Changing Customer Types for Clients

When you ADD a client, you will be asked to enter in the Customer Type, pick which ever suits. 

When you EDIT a client, you can change the customer type in here.

 

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You can have other Customer Types apart from DEF

Some clients like to have a sliding scale of markup rate based on how much the client spends with them.

This could be like having the following customer types

def: for default clients

TypeA: High spending clients, get a better rate

TypeB: Medium spending clients, get a good rate

TypeC: low spending clients, get a better rate than default

 

There are many ways to use the customer type manipulation, it all depends on your business and how you operate. 

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