| | Catalog services harnessing the merchandising power of the internet!SM |
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| Example of making changes to a customer account within IntelliMerchant |
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| This page is the page where you change a customer's account to
provide specific discounts, fee schedules, credit limit, etc. after they have registered.
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| Customer Registration |
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As the catalog owner, you have control over who sees your products.
You can set your catalog such that it is open to the public without requiring
registration. Alternatively manufacturers and wholesalers can allow
customers to shop immediately after registering, or allow access to the catalog only to
customers whose registrations have been approved.
As the catalog owner you set up a standard set of defaults (e.g., credit limit, order minimums, fee schedules) which are given to customers when they register. You can change the default values for a customer using this page. |
| Customer Data |
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The demographic data entered by the customer (e.g., name, address, email account,
payment method) can only be changed by the customer. This is a
protection method for both the customer and the catalog owner.
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| Status |
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You may set an account to one of three statuses: Active, Inactive, or Terminated.
Only customers in an Active status are permitted to access the catalog.
Customers who register in a catalog where the registration must be approved by the
owner are set up with an 'Inactive' status.
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| Credit Limit |
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IntelliMerchant™ provides true credit limit enforcement.
It will not allow an order to be placed where the order total would cause the customer's
uncollected balance to exceed the limit that you have established for it.
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| Purchase Discount |
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You can provide your customer with a discount from the price established for your
products. This is a great way to use the exact same catalog for both
retail and wholesale customers ... merely enter the retail price for the product and
give your wholesale customer a discount. Each customer sees
only the catalog prices applicable to their discount.
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| Minimum Order |
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If a customer's order size is beneath the minimum you have set, the difference is
added to the customer's order. This amount is clearly marked on
the acceptance screen displayed to the customer where their confirmation of the
order is required.
Separate minimums are provided for new and returning customers. |
| Payment Terms |
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You can set up an unlimited number of payment terms to be offered to your customers.
You have control over the percentage discount
offered, the number of days to earn the discount in,
and the number of days net payment is due.
This page is where you set the standard terms to be provided to this customer when they
order. You can change the terms of each particular order before you accept
the order.
You are alerted to a payment ineligible for the payment terms discount while posting the payment for the order. You then have the option of applying or changing the discount given. |
| S&H Schedule |
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A Shipping and Handling schedule is used to calculate S&H charges on an order.
The shipping and handling charges for an order are in addition to any
shipping and handling charges specified for each individual product, however the
product shipping and handling charges are included in the order's minimum and
maximum S&H charge amounts. S&H charges are in addition to
any Shipping Insurance charges calculated for the order (see below).
Each customer may have their own
S&H schedule or an S&H schedule can be shared among multiple customers.
IntelliMerchant™ has very extensive S&H charge calculation abilities for your use. Each S&H schedule allows you to charge a minimum and maximum S&H amount, a flat rate amount on the order, an amount for each line-item on the order, as well as an amount which varies based upon the size of the order. Size of the order can be either the total shipping weight, the dollar size, or the number of line-items on the order. For example, you could set up a schedule which applies a charge of $3.50 plus $.50 for each line-item plus $2 for orders less than $100, $5 for orders between $100 and $200, or $10 for orders exceeding $200. The overall order could have a $6 minimum and a $50 maximum S&H charge. For S&H charges which depend upon the size of the order you can specify the different charges in the schedule or you can designate the charge as a percentage of or rate based on the order size. Click here for examples of S&H charge schedules. |
| Shipping Insurance Schedule |
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A Shipping Insurance schedule is used to calculate Insurance charges on an order.
Shipping insurance charges are in addition to
any S&H charges calculated for the order (see above). Each customer may
have their own insurance schedule or an insurance schedule can be shared among
multiple customers.
IntelliMerchant™ has very extensive Shipping Insurance charge calculation abilities for your use. Each insurance schedule allows you to charge a minimum and maximum insurance amount, a flat rate amount on the order, an amount for each line-item on the order, as well as an amount which varies based upon the size of the order. Size of the order can be either the total shipping weight, the dollar size, or the number of line-items on the order. For example, you could set up a schedule which applies a charge of $3.50 plus $.50 for each line-item plus $2 for orders less than $100, $5 for orders between $100 and $200, or $10 for orders exceeding $200. The overall order could have a $6 minimum and a $50 maximum insurance charge. For shipping insurance charges which depend upon the size of the order you can specify the different charges in the schedule or you can designate the charge as a percentage of or rate based on the order size. Click here for examples of Shipping Insurance charge schedules. |
| Volume Purchase Discount Schedule |
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A Volume Purchase Discount schedule is used to calculate a discount given to a
customer based upon the size of their order. This differs from the
Quantity Purchase Discount which is a discount given based on the purchase of
a specific product.
Each customer may have their own volume discount schedule or a volume discount
schedule can be shared among multiple customers.
Each schedule can specify a discount amount to be given for orders of a designated size. For example, a discount of $10 can be given on orders of $250 or greater. In addition to the flat rate discount offered, the discount schedule can also include discount amounts which depend upon the size of the order. The discount granted can either be a designated amount or a percentage of the order size. For example, a discount of 5% can be given to orders between $100 and $200, a discount of 7 1/2 % can be given to orders between $200 and $500, and a discount of 9% can be given to orders exceeding $500. Click here for examples of Volume Discount schedules. |
