W2. Business Categories Flashcards
(12 cards)
Where do you add Business Categories?
Nuts and Bolts > Company Categories > Add category
Which Business Categories are the defaults in the system?
Any which do not have the radio buttons
Can you edit, change or duplicate the default categories and why?
No, because they’re used for various functionality within the system and it keeps the categories clean.
As well as categories, what else can you add?
Salespeople
What advice do we give to clients?
Use business categories to segment your customers or suppliers, the companies you transact with, and use it to classify customers by industry (e.g. hospitality, local builders etc) or importance/tiers (VIPs, gold, silver, bronze). Categories are also used across reporting.
Why would we advise the client to use tiers?
To compare your sales figures for your Tier 1 customers and isolate.
What is one of the biggest time savers when using business categories? And how frequently does the event occur and what drives it?
Annual price increase / price changing typically driven by the landfill tax set by the government, driver shortage, fuel prices.
What could be different about VIP customers when it comes to pricing?
They would be specially negotiated prices that don’t follow the rules set on other tiers.
What is the main reason we advise to use a tier 1, tier 2, tier 3 categorisation?
Price changes.
What is the primary purpose of Business Categories?
It enables clients to get the most out of their reporting/marketing functions e.g. pricing.
Give an example of how Business Categories can be used.
If a client has a specific price list for broker customers, a price list could be set under the category ‘broker’ and could be assigned to all brokers. When an order is raised for brokers, those prices will then be suggested.
In the system there are some Waste Logic created categories. What do these do, and give an example.
These categories all have certain traits, which when assigned to a company, will enable something to that company. Do not use - This will block any orders being booked to this company.
