This topic is in reference to the Acme Office Supplies sample company data.

 

Default / Key Customers -Three types of Default / Key (anonymous) Customers exist, Walk In, Senior and Frequent shopper Club. They qualify for Price Code 1, 2 and 3 respectively. Because they are not identified as individuals they are on credit hold to prevent mistakes.

 

Credit Hold -Roy Munson is on credit hold.

 

Pop Up Note -Roy Munson owes a service fee for an NSF check. A note about this is in his customer record and configured to pop up whenever a Ticket is entered for Roy.

 

Trade Discounts -Two customers have Trade Discounts. The City of Pine Island gets it off Default Price, Ted Trader gets it off Frequent Shopper pricing.

 

Same Name -Two customers have identical names. You can easily use the telephone numbers, addresses, and Customer Numbers to tell who’s who during Ticket Entry and Customer Maintenance.

 

Tax Location Codes -While customers have several tax location codes, they will all be taxed at the MN rate of 6% on General Merchandise (9% on Ice Melt) for purchase made in the store. Exceptions are made when goods are delivered to a location with a different rate, the item or customer is marked as tax exempt, or the clerk (with privileges) makes the transaction tax exempt. See Sales Tax Setup section of this document for additional information.

 

Examples:

 

 

 

Default {Host Accounting System} Customer Code

(Skip this if you don’t have Acme integrated with a host accounting system)

 

Setup a customer in your host accounting system with a customer code POS-ONLY.

Set up a customer in Acme that does not exist in your host accounting system.

Sell something to them in Acme.

Post the transaction to your host.

The transaction (invoice) created in the host will be for the POS-ONLY customer.

 

The POS-ONLY customer would never be selected while entering a ticket in Acme.