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Super Customer

Super Customer

Owned by Loan Thai
Last updated: Feb 14, 2025
2 min read

This article shows how the functionality of the super customer.

 

Pre-Requisites

  1. Bank Accounts

  2. Customers

  3. Bank Deposits

  4. Apply Payments

 

 

Super customer benefits.

 

  1. You can maintain pricing in receivables using the super customer order template instead of maintaining pricing for each child customer. All child customers will receive the super customer pricing.

  2. Deposits are entered under the super customer then payments can be applied across all child customers invoices.

  3. Key-0ffs are created under the super customer and distributions can be applied across child customers invoices.

  4. Customer Aging and Customer Period Comparison reports can be grouped by super customer.

  5. Other sales reports allow selection of a super customer so you don’t have to select the child customers individually.

 6. Super customer creation and setup. Super customer check box used to assign the super customer

 

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  1. Parent customer drop down used to assign the child customer to the parent/ super customer

 

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 8. The thing to remember about Super Customers is that you cannot have an order or an invoice for a Super Customer, only child customers of the Super Customer can have an order or invoice. 

  1. All deposits can only be brought in under the Super Customer then applied to the child customers thru payment application.

10. Since deposits go against the Super Customer than the Super Customer gets the On-Account (Over Payment) amount as well

11. The Super Customer transactions will show up on the Customer Statement, not on the Statement Report.

  1. Customer Statement will show the On-Account amounts, and it will also show the outstanding invoices for all the child customers associated with the super customer.