Adding a Government-Support Customer

Government-support customers have agreements with vendors to buy tires at discounted prices from certain dealers. Usually, the prices are less than your cost. To separate government-support customers from the rest of your clients, complete the following settings for each of them:

Assign the government-support customer type.
Assign at least one reconciliation code.
Select a check box that identifies the customer as having a government-support agreement.

The reconciliation code defines which vendor the customer has a government-support agreement with.

To add a government-support customer

1. Add the new customer to TireMaster. For more information, see Adding a Customer.

2. Enter the customer’s contact information.

3. To complete the customer’s account settings, do the following:

a. Leave the Taxable, Statement, and Finance Charge check boxes selected.

Note: If the control Sales Tax - Charge Govt. Customer is set to No, TireMaster does not calculate sales tax on government-support work orders regardless of the customer’s sales tax settings.

b. Clear the Cash Only check box.

c. To base pricing for the customer on a price level, click the Price Level field, press , and select a level from the list that appears. Otherwise, leave the Price Level field blank.

Note: To use price levels for government-support customers, price levels must be enabled in the settings for the government-support customer type. For more information, see Using Price Levels for Government-Support Customers.

d. Click the Type field, and press . Then select the government-support customer type (S) from the list that appears.

Note: If government-support customers are not required to pay federal excise tax in your state, you can identify the government-support customer type as FET exempt. For more information, see Making Customer Types FET-Exempt.

4. Click OK to save the new customer.

5. To assign reconciliation codes to the customer, do the following:

a. Click Recon Codes. The Customer Recon Codes screen appears.

b. Click Add. The Recon Codes screen appears.

c. Select the customer’s reconciliation code and click OK.

d. If the vendor assigned identifying numbers, such as non-sigs, to the customer, type that information in the National/GS # field, Dealer # field, or both.

e. Select the Government Support check box.

f. If the vendor wants prices, the title Delivery Receipt, or both to print on invoices, select the corresponding check boxes.

g. If you need to assign additional reconciliation codes, repeat steps 5 b through 5 f.

h. If multiple reconciliation codes are assigned to the customer, select the one that will be used most often and select the Default check box.

i. Close the Customer Recon Codes screen.

6. Add vehicles and shipping addressees for the customer if needed.

7. Close the Customer Maintenance screen.