To access the Change Customer Type program, type CHGTYP (RET) at any menu "OPTION:" field or the appropriate line number on the Customer Maintenance Menu. The screen will then display:
| OPTION: CHANGE CUSTOMER TYPE 1 Old Type 2 New Type 3 Start Cust # FIRST 4 End Cust # LAST 5 YTD Sales From 6 YTD Sales To 9999999.99 7 Start Entry Date EARLIEST 8 End Entry Date LATEST 9 Max. Times Rented 1 10 Last Date Active LATEST 11 New Credit Limit 12 Assign OtherID N 1SAVE 2 3ERASE 4 5BACKUP 6 7HELP 8 |
Enter Data as follows:
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1. OLD TYPE |
Enter up to 3 alphanumeric characters to indicate the Customer Type Code to be changed. EXAMPLE: Type WLK (RET) |
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2. NEW TYPE |
Enter up to 3 alphanumeric characters to indicate the new Customer Type Code to be used. EXAMPLE: Type REG (RET) |
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3. START CUST # |
Enter up to 6 alphanumeric characters to indicate the Starting Customer Number. Press RET to default to the First Customer Number on file. EXAMPLE: Type 101 (RET) |
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4. END CUST # |
Enter up to 6 alphanumeric characters to indicate the Ending Customer Number. Press RET to default to the Last Customer Number on file. EXAMPLE: Type 5000 (RET) |
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5. YTD SALES FROM |
Enter in dollars and cents the beginning Year-To-Date Sales cutoff amount. Customers with YTD amount less than the amount entered into this field will not have their Type Code changed. Press RET to default to zero. EXAMPLE: Type 250.00 (RET) |
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6. YTD SALES TO |
Enter in dollars and cents the ending Year-To-Date Sales cutoff amount. Customers with a YTD amount greater than the amount entered into this field will not have their Type Code changed. Press RET to default to $9,999,999.99. EXAMPLE: Type 1000.00 (RET) |
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7. START ENTRY DATE |
Using your selected date format, enter the Starting Entry Date. Customers who were first entered into the Customer File on a date earlier than the one entered here will not have their Type Code changed. Press RET to default to January 1, 1900. EXAMPLE: Type 010104 (RET) |
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8. END ENTRY DATE |
Using your selected date format, enter the Ending Entry Date. Customers who were first entered into the Customer File on a date later than the one entered here will not have their Type Code changed. Press RET to default to December 31, 1999. EXAMPLE: Type 033104 (RET) |
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9. MAX TIMES RENTED |
Enter up to 2 numeric characters to indicate the minimum number of Rental Times. Customers with Times Rented greater than the number entered here will not have their Type Code changed. Press RET to default to 1. EXAMPLE: Type 10 (RET) See Note below on VIP customers |
| 10. LAST DATE ACTIVE |
Using your selected date format, enter a cutoff date for the most recent rental date. Customers whose last rental date is earlier than the one entered here will have their Type Code changed if they meet the other criteria. Press RET to default to January 1, 1900. EXAMPLE: Type 010104 (RET) |
| 11. NEW CREDIT LIMIT |
Enter up to 9 numeric characters for a new credit limit. Those customers that qualify for the Type Code change will also have their credit limit changed to the value entered in this field. Leave this field blank if only the Customer Type is to be updated. EXAMPLE: Type (RET) |
| 12. ASSIGN OTHER ID |
Enter:
EXAMPLE: Type N (RET) |
The screen will then display:
| OPTION: CHANGE CUSTOMER TYPE 1 Old Type WLK 2 New Type REG 3 Start Cust # 101 4 End Cust # 5000 5 YTD Sales From 250.00 6 YTD Sales To 1000.00 7 Start Entry Date EARLIEST 8 End Entry Date LATEST 9 Max. Times Rented 1 10 Last Date Active LATEST 11 New Credit Limit 1SAVE 2 3ERASE 4 5BACKUP 6 7HELP 8 |
PRESS "F1" AT "OPTION:" TO BEGIN PROCESSING.
| TIPS ON THE USE OF THE CHANGE CUSTOMER TYPE PROGRAM A. Using This Program As Part Of Your Monthly Customer File Purge Procedures. Due to disk size limitations, you will have to monthly purge your Customer File of customers who have rented from you only once and have never returned. The Change Customer Type program can help determine which customers to retain and which should be purged. The following illustrates the use of this program to purge August 2003 walkup customers 6 months later in March 2004. In this example, walk up customers were assigned the default Customer Type Code WLK. |
| OPTION: CHANGE CUSTOMER TYPE 1 Old Type WLK 2 New Type DEL 3 Start Cust # FIRST 4 End Cust # LAST 5 YTD Sales From 6 YTD Sales To 2000.00 7 Start Entry Date 08-01-03 8 End Entry Date 08-31-03 9 Max. Times Rented 1 10 Last Date Active LATEST 11 New Credit Limit 1SAVE 2 3ERASE 4 5BACKUP 6 7HELP 8 |
| With the program set as this, all walk ups who have only rented 1 time (Field 9) and whose YTD Sales is less than $2000.00 will have their Customer Type changed to DEL. The Customer Purge program could then be run with Type Code DEL to delete these unwanted customer records. B. Using This Program To Set Up A Category Of Preferred Customers. The following page illustrates the process of changing all repeat customers (Type REG) who have used your business regularly to a new Type Code SPL. |
| OPTION: CHANGE CUSTOMER TYPE 1 Old Type REG 2 New Type SPL 3 Start Cust # FIRST 4 End Cust # LAST 5 YTD Sales From 2000.00 6 YTD Sales To 9999999.99 7 Start Entry Date 01-01-00 8 End Entry Date 12-31-04 9 Max. Times Rented 10 10 Last Date Active LATEST 11 New Credit Limit 1SAVE 2 3ERASE 4 5BACKUP 6 7HELP 8 |
When changing customers to a VIP Type Code based on times rented, the Minimum times rented (Field 9) only goes up to 2 characters (99 rentals). Therefore that is the maximum number of rentals that can be used to trigger a Customer Type change. Renters who have rented 100 or more times can be given a Super VIP Type Code, but it must be done manually, it cannot be done through this program.
User tip:
There are 2 other programs that can be used to update the customer file or change the customer type:
1. Change Customer Type by Date
This program is used to change the Customer Type of several customer records at one time using the Last Activity Date as the criteria. This program provides a method for making global changes in the Customer File based on Customer Type. Customers to be updated are selected by Customer Number range and Customer Type. Prior to running the program, changes are made in the Customer Type record. For example, assume that you wanted to change the finance charge flag from "Y" to "N" on all Direct Bill (type DB) customer records. Rather than bringing up each individual customer record and making the change, you could change the flag in the Customer Type file. Then use this program to make a global change to multiple customer records. Fields that can be updated using this program are: |