Customer Management

The Customer Management settings manage customers you designate as allowed to pay using a credit account. Each customer credit limit and terms are managed at the customer record level. Theses system settings determine how credit/on account customers are to pay and if they are able to exceed those limits per channel.  The Customer Management screen is divided into two parts: Customers and Pricing Tiers.





Path: Back Office > System Admin > Systems Settings Manager > Customer Management







The Customers section includes the setup and management of  exceeded credit limit order placement rules, campaign emails and sales representatives’ viewing and editing settings. The table below describes the purpose or use of each field on the Customers screen.




Auto Generate Loyalty Cards for New Customers

If this is set to “Yes”, loyalty cards are auto-generated upon customer creation across all channels. If this is set to “Yes”, manual loyalty card creation at POS for new customers is disabled.

Campaign Cleanup Interval

Identify the interval (number of weeks) in which to have campaign email removed.

Cleanup All Emails

Identify if you want to have all emails removed from your Message Center.

Yes = Remove old emails

No = Do not remove old emails.

Cleanup Campaign Emails

Identify if you want to have only campaign emails removed from your Message Center.

Yes = Remove old campaign emails

No = Do not remove old campaign emails.

Club Pre-Authorization Period

The number of days the credit card associated with the account must be authorized before the orders are shipped.

NOTE for Pre-Order setup: The Shipment Days field is impacted by the Club Pre-Authorization Period value. Example: If you enter 10 as a Shipment Day for your pre-orders and have a value of 7 in the Club Pre-Authorization Period setting, your pre-order lists will be generated 7 days before that day (the 3rd). The smallest value you can enter in the Club Pre-Authorization Period setting is one (1), so if you wanted your pre-order lists to generate on the 10th of each month, then enter eleven (11) in the Shipment Days field.

Duplicate Customer Check Field

Select the fields to be used to check for duplicate customers when creating customer records. Multiple fields can be select and it is recommended that you select either a telephone number and/or email address as the unique identifier. This setting works in the SOI, POS and Back Office.

Duration to retain credit card info

Duration to retain credit card info (in days). It clears the credit card information across all orders.

Email Cleanup Interval

Identify the interval (number of months) in which to have campaign email removed.

Exceeded Credit Limit Order Placement Rules

For each sales channel, identify if and under what conditions to allow customers to place orders even if they have exceeded their credit limit.




 Yes = always allow customer to place orders.

No = the customer is not able to place an order.

Requires Manager Approval  = a manager with the appropriate permissions level is required to approve the placement of the order.

Message  = field used to display a message to the user at the time of order placement if the order exceeds customer's current credit limit.

On Account Payment Type

Select the On Account option from the drop-down list. (This is the standard method so you can track receivables and apply payment against receipts.)



Sales Reps Can Edit Customers They Don't Own

Yes = Sales Reps can edit customers that are not assigned to them.

No = Customers that are not owned by the logged in Sales Rep are disabled in the search results.

Separate Customer Accounts per Brand?

Check the box to enable. By selecting this option, a customer is required to create a separate customer account per brand. Sales channels sharing the same brand can share the same customer account.

Set Last Salesman

 This ensures that the most recently (last) added salesman assigned to that customer is assigned to the website orders. However, the salesman ID needs to be identified with a customer account under Customer Manager > Relationship Management > Sales Rep Assignments, then y website orders purchased from that customer ID will be assigned to that representative.


Apply Settings

After you have entered all the information for the fields you want set, click on the Apply button at the bottom of the Password & Failed Login Policy screen to apply your entries. Click on Reset to clear the fields and change your entries.


button - apply-reset.png



Pricing Tiers

Pricing Tiers are the tiers, or levels, of customers you have. Pricing Tiers allow you to break down prices via products or pricing groups. EX: Pricing Tiers are a good way to set up customer loyalty programs, offering discounts to repeat customers who have purchased a certain number of items or spent a specified amount of money.


The Pricing Tiers settings manage the changes to pricing tier names and the order in which they appear elsewhere in the system. Follow the steps below to manage pricing tiers.





Click on the Pricing Tiers link to access the Pricing Tier screen.



Click on Add New Tier.



Enter a name for the tier in the field and click Save to submit it.



To change the order of the Tiers in the list, click on the arrows up/down as desired.



To change the name of a tier, click on the Edit button and enter a new name.


To Delete a tier, click on the Remove button next to the tier to be deleted.


Pricing tier values are managed through the Pricing function located in the Product Manager.


Default Pricing Tier

If you are building out a Pricing Group and want to have quantity based pricing for any customer (customers not assigned a customer tier), you can create a default tier and assign it to a specific channel or all channels. Once you add the tier label and assign it to a channel(s), go to the Pricing Group Manager and build out the quantity pricing you need.




Pricing Group Manager Example




See Also





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