Customer categories can classify your customers as to type (ie, wholesale, retail, out of state) and also pre-set which price level an taxation settings should be applied.  It can also capture information on 6 User Defined fields of your own creation, and you can set permanent discounts per category.  (See XXXX)

The Lookup Code is generally the same number as the Account Number.  This is OK.  The purpose of this extra field is to allow you to transition your customers from another software program.  For example the Lookup Code in POSitive could be the OLD Account number in your previous software program.  Or, it could be the primary phone number which can be automatically filled in when adding a new customer.  This is a system setup which ask "Prompt For Phone".  In any event, this Lookup Code MUST be unique; no two customers can use the same number.

If you are selling to a business, enter the Company name here.  The First and Last Name fields would be the boss or primary contact at the business.  (Additional names of employees can be added under Authorized Buyers)

This field is very important.  If you plan to allow your customers to make purchases on account and receive AR Statements, then this field must have a valid address because it it is part of the automation of printing and sending AR Statements.  If this field is left blank, then the customer will never be allowed to charge invoices to the store account.

Some business like to assign specific customers to specific sales representatives.  You must first add your employees to Management: Employees then you can select the sales person assigned to the customer.  This means that even if the salesperson did not close the sale, the salesperson will still get credit for the sale.  SETUP:  There is one additional step required for this to work.  Go to Maintenance: System Setup: Transactions: Customers tab.  Activate "Default to Customer-Assigned Sales ID When Invoicing"  You will now be able to run sales reports by Employees.

Many businesses have more than one shipping address.  You can add as many shipping addresses as needed, but only one of them will be the default or commonly selected address.  Note: if you must pay taxes based upon the destination of products, be sure to activate System Setup: Customers: "Tax Group Based On Shipping Address"  You will also need to amend your Maintenance: Tax Rates to add all the different localities under Tax Groups and create appropriate links to the actual tax rates.  (See your dealer for detailed help)