Retailer allows you to create Account Categories and assign customers to them. Doing so allows you to control the printing/sending of statements based on account categories.

This process involves 3 parts:

  • Creating an account category.
  • Assigning customers to an account category.
  • Printing statements for an account category.

Creating an Account Category

  1. On the top menu bar of Retailer, click on Setup -> Customer.
  2. Click on the Account Categories tab.
  3. Click Add.
  4. Type in an Account Category Code (Usually the next number).
  5. Type in a Account Category Description.
  6. Click Save.

Assigning Customers to an Account Category

  1. On the main screen of Retailer, click on the Customers icon.
  2. Use the magnifying glass icon to search for a particular customer.
  3. Click on the Other tab.
  4. In A/C Category, select the account category from the drop-down box.
  5. Click Save.

Printing Statements for an Account Category

  1. On the top menu bar of Retailer, click on Customers -> Customer Statements.
  2. In Account Category, select the account category(s) to generate statements for.
    NOTE: To select multiple categories, hold down on the [Ctrl] key while clicking on each account category.
  3. Click Preview/Print.