Customer Level Parameters | Back Forward Print this topic |
Customer Levels
Customer levels allow certain dues, dues credits, credit percentages, rates, and/or maximum reservations to be automatically applied to different groups of customers. These parameters can be set by an Administrator from the Parameters and Settings menu.
Customer Levels can be named by an Administrator via the Parameters and Settings / Renaming Parameters.
Customers are all automatically Level 0 (default) customers unless assigned to another level in their customer information record.
Maximum reservations by customerCustomer Levels
Limits the number of reservations that can be made by a customer. Does not limit reservations made by staff for the customer.
Maximum Reservation Duration (days)
Limits the length of reservations that can be made by a customer. Does not limit reservations made by staff for the customer.
Maximum Days in Advance
Limits the number of days in advance that a reservation can be made by a customer. Does not limit reservations made by staff for the customer.
Monthly Dues Amount
Monthly Dues Credit (up to $ of previous month's charges)Monthly dues fee which is automatically collected through the monthly billing process.
Use this field to set a dollar limit on the amount of credit to be allowed toward monthly dues.
Monthly Dues Credit Percentage (% of previous month's charges)
Allows a credit toward monthly dues based on a percentage of charges for the month. This is further defined and applied during the monthly billing process.
Bill Additional Amount of & If Special Account less than
This option can be used to bill an additional fee if members do not have a specific balance on hand in their special account.
Minimum Prepay Balance
Minimum prepay balance required to receive special prepay rates.
Discount from Regular Rates
Level Discounts Apply ToOption to set a percentage discount for a customer level, which can be limited to: Aircraft and Flight Staff, Aircraft Only, Merchandise/Parts, Service Order Labor.
The "Discount from Regular Rates (%)" can be applied to the following: Aircraft and Flight Staff, Aircraft Only, Merchandise/Parts, Service Order Labor.
Customer levels 1 through 9 have associated rental rates in the resource records and owner use rates in the aircraft management data for each customer owned aircraft. These rates are used (if present) in lieu of the "Discount from Regular rates (%)".
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09/17/10 cli