Customer Types and Rate Schedules

Customer Types and Rate Schedules

Summary: Set a customer’s pricing by assigning a Customer Type tied to a billing schedule.

Quick answer

Create Customer Types, then assign one to each customer so orders pick the correct rate table.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Go to **Maintain ▸ Customer ▸ Customer Type**.
    media/customer-types-01.png

    [Insert screenshot for Step 1]

  2. Click **New** to add or **Edit** to revise a type (note: Customer Types cannot be deleted once added).
    media/customer-types-02.png

    [Insert screenshot for Step 2]

  3. On each customer profile, set the **Customer Type** so rating chooses the right schedule.
    media/customer-types-03.png

    [Insert screenshot for Step 3]

Confirm it worked

New orders for that customer pick up the intended rate schedule.

Troubleshooting

If pricing is wrong, confirm the customer’s **Customer Type** and the corresponding rate table entries.

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