Customer Accounts in TireMaster Corporate
This help topic is applicable to the following TireMaster application:
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TireMaster Point of Sale |
TireMaster Plus |
TireMaster Corporate |
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Customer records can be created at all sites. Likewise, customers’ vehicles and ship-to addresses can be added at any location. For ease of maintenance, however, ASA recommends that you set up your national account and government support customers (if any) at the corporate site.
Users at all sites can update customer records regardless of where customers were added to TireMaster. Any changes to a customer record will take effect at all other sites after the corporate site has processed the information and sent it to the other stores.
Customer Settings
System administrators at the corporate site can control whether users at the stores can add or update customer records by removing permissions from the security groups that store users are assigned to.
Although most system controls for customers are effective system wide (they’re corporate controls), you can define default tax levels, APR rates, and minimum finance charge amounts for each store. Also, because the control for the default customer type is a corporate control, employees should check whether the customer type needs to be changed each time they add new customers.
Customer History
Customer history includes more detail at the corporate site than at the stores. At the corporate site, a customer’s subledger includes all transactions for all sites. At a store, only information about the transactions done at that store are available.
Although transaction history is limited at stores, aging information is detailed at all sites. Employees at the corporate site and stores can see information such as unapplied credits and 30-, 60-, and 90-day balances.
TireMaster Corporate handles vehicle history in the same manner as it handles customer history. At a store, only the vehicle history for that store is available. At the corporate site, history of the work done at all sites is available. Sites with shared databases can also see a vehicle’s complete history. For more information, see Shared Databases.
Customer Statement Addresses
Both monthly and real-time customer statements can be generated only at the corporate site. However, the business address that prints on customer statements can be one of the following:
The address of the corporate site
The address of the site (store) where the customer was added to TireMaster
By default, the corporate site address is listed as the business address on customer statements. If you want to use the address for the site where a customer was added instead, complete the following settings:
Set the system control Invoice - Print Header (Other tab) to Yes.
Select the Print Site Address check box on the Form Options screen.
ROAs
Although all sites can enter payments received on an account (ROAs) in TireMaster Corporate, only users at the corporate site can apply an ROA to a customer’s balance and print statements. Store users can suggest (by marking) how to apply payments; however, users at the corporate site can make changes before actually applying payments.
When processing an ROA, users at the corporate site can do any of the following:
Apply the payment to the store that entered the ROA.
Apply the payment to charges at other stores.
Leave an unapplied balance in the customer’s subledger.
Because ROAs can be entered at stores, users at the corporate site need to generate an Unapplied Credit Report for all sites before applying payments. That’s because the report shows which stores have entered ROAs.
Once an ROA has been applied to a customer’s account, users at the corporate site can view detailed information about the customer’s new balance, including unapplied credits and the unapplied item count. At the stores, only the customer’s balance is available.