Customer Administration Loyalty Program Report overview

You can also automatically update a customer’s price or discount level code in Customer Ship To Setup. You can assign minimum values for up to nine price and discount levels, which are based on either a sales or a margin amount. The internal SMSC sales history file is updated when you run the Sales Entry Processing Invoice Processing Report or Sales Entry Processing Sales Manager Update Report. The sales amount calculation is based on net sales, which is sales minus discounts, and the margin amount calculation is based on net margin, which is sales minus discounts minus costs. If you generate a report, only those customers whose price or discount levels have changed based on the calculations are included on the report.

For example, you specify only these values of the report:

• 10000 in the Level 1 Minimum Value field
• 25000 in the Level 2 Minimum Value field
• 50000 in the Level 3 Minimum Value field

In this scenario, a customer who had less than $10,000 in sales or margin over the designated time period is assigned a level of 0, which effectively assign them list prices. A customer with more than $10,000 of sales or margin and less than $25,000 would be assigned a level of 1. A customer with more than $25,000 and less than $50,000 would be assigned a level of 2. A customer with more than $50,000 in sales or margins would be assigned a level of 3.