Adding a National-Account Customer

National-account customers have agreements with vendors to buy tires, and perhaps other items or services, from certain dealers. In these arrangements, the vendors set the prices. Typically, an item’s price is your cost for that item, or it might be a price established by a price level.

To separate national-account customers from the rest of your clients, you need to assign each of them:

The national-account customer type

Note: If you want to use price levels for your national-account customers, you need to enable price levels for that customer type.

At least one reconciliation code

The reconciliation code identifies which vendor the customer has a national-account agreement with.

To add a national-account 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. Clear the Taxable and Cash Only check boxes.

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

Tip: If you want to include national-account sales on your sales-tax reports, select the Taxable check box and assign an exempt tax level to the customer. In this scenario, the control Sales Tax - Charge Natl. Customer needs to be set to Cust.

b. If you’ll perform any normal charge sales in addition to national-account sales for the customer, leave the Statement and Finance Charge check boxes selected. If not, clear them.

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. To sell items to the customer at cost, leave the Price Level field blank.

Note: To use price levels for national-account customers, price levels must be enabled in the settings for the national-account customer type. For more information, see Using Price Levels for National-Account Customers.

d. Click the Type field, and press . Then select the national-account customer type (N) from the list that appears.

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

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

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

h. Close the Customer Recon Codes screen.

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

7. Close the Customer Maintenance screen.

Tip: For a list of all the national-account settings assigned to a customer, print the Customer Recon Codes Report. For more information, see Customer Recon Codes Report.