ID #1355

I want to upgrade the card type of customer when they exceed a certain points. How to do this?

Answer:

Please use the following steps to change the customers card type according to their Balance points.

  1. Go to Main > Master Data Management > Others > Customer Master (M >O >C)
  2. Press Alt + D for display
  3. Click on Balance Point to short in descending order
  4. Keep the cursor at the Card Type column
  5. Select the customers where a change in card type is required
  6. Press Alt + L for a list of card type
  7. Select the Card Type
  8. Save.

Note: This way you can have the card type changed in one go. 

For more details please visit: http://www.rancelab.com/help/fr6_customer_master.htm

Tags: Customer Master

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