Marketing ? Setup ? General ? Classifications
On this page, you can create, modify, or delete classifications. Classifications are used to group your accounts (suppliers and customers) according to certain characteristics, such as whether the business is independently or publicly owned or whether it is a domestic or multinational corporation.
To create, modify, or delete classifications, function right 319 – Maintain classifications is required. By default, users with the Customer manager role have this function right.
Note:
The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the “!” icon is mandatory.
Click this to save the entry.
Click this to save the entry and create another entry.
Note: This available only when you are creating an entry for a sector.
Click this to delete the classification from the system.
Note: This available only when you are modifying an existing entry.
Click this to exit.
Type a unique alphanumeric ID for the classification. You can type up to three characters. This is mandatory.
Note: If you are modifying an existing entry, this information cannot be edited.
Select an account type for the classification. This classification can be used only for the account type (for example when you specify the classification for the specific account type). By default, All is selected to allow this classification to be applied to all account types. The other available options are: Associate, Bank, Customer, Division, Lead, Prospect, Reseller, Supplier, and Suspect. For more information on account types, see Creating and modifying company accounts.
Type a description for the classification. This is mandatory.
Type a number to define the order of the classification relative to other classifications.
Type or select a policy document number for the classification, if necessary.