You can define customer grades that, when assigned to customers,
enable you to offer a higher discount to a customer with an excellent
rating and a smaller or no discount to a customer with a lower rating.
About this task
Note: Sterling Order Management System Software
does not validate whether customer grade configurations cover the entire range of customer ratings
in Business Intelligence.
To define customer grades:
Procedure
- From the tree in the application rules side
panel, choose
Cross Application > Customer > Business
Intelligence > Customer Grades.
The Customer Grades window displays in the work area.
- Enter information in the applicable fields.
For field value descriptions, refer to Table 1.
Table 1. Customer grades window
Field |
Description |
Grade Code |
Enter a grade code for the customer. For example, you could
enter A for an excellent customer or B for an average customer. |
Description |
Enter a description of the grade code. For example, you could
enter Excellent or Average. |
Minimum Rating |
Enter the minimum rating value for the grade. Note: Ensure that the ratings for different grades do not overlap
with each other. If the customer ratings do overlap, an error message
is displayed.
|
Maximum Rating |
Enter the maximum rating value for the grade. Note: Ensure that the ratings for different grades do not overlap
with each other. If the customer ratings do overlap, an error message
is displayed.
|
- Click the Save icon.