Configure customer types

(TP48736 / 2023.1903)

Configure customer types at

BRP Configuration > Persons > Customer type

Open

Properties

Active

Decides if a customer type can be selected.

Automatically change to/from based on age

Age ranges can be added as a default value that can be used across all the companies and can be overridden company wide too. When creating a person, these customer types will be automatically selected according to the age of the person when setting the date of birth. This can be overridden by other customer types, but not by the other types which have an age range defined.

• The customers who are assigned these customer types will be changed automatically when the age exceeds the limits defined for the type and the type will be changed to a matching customer type which has the "Automatically change to/from based on age" check box ticked. Make sure you add an approporiate customer type for all ages, if there is no customer type available the scheduled tasks will not work. (Scheduled task UpdatePersonPriceList)

• If in any case the customer has an unmatching customer type which is applied based on age, they will be changed to the correct type of age or to regular price list if there is no matching value by a daily scheduler. (Scheduled task UpdateCustomerTypeExpirationDateScheduleTask)

Examples: Child, youth, senior

Example:

• Customer type “Regular price list” has “Automatically change to/from based on age” enabled

• Customer type “Teenager” (13-20) has “Automatically change to/from based on age” enabled

A person with age 15 customer type “Regular price list” (set manually) will get customer type “Teenager” in the nightly update. This will NOT happen if any of the two customer types does not have

“Automatically change to/from based on age” enabled.

Only allow this customer type if the age range matches the age of the person

• When creating a person, these customer types will be automatically selected according to the current age of the person when setting the date of birth. This can be overridden by other customer types, but not by the types that have an age range defined. (The first priority is given to the types which has "Automatically change to/from based on age" )

• A customer type can only be either "Automatically changed to/from based on age" or "Only allow this customer type if the age range matches the age of the person". Cannot select both checkboxes for a type.

Notify when the customer type changes

When this property is enabled, the follow up point "Customer type expires" sends a message to both the user and the payer when a customer type is about to expire.

Examples: Student, organization and other customer types which need to be renewed yearly (or at any other interval). You can also notify the user and payer when age based customer types such as youth will result in a price change.

System/company level

Customer types are managed on a system level, but age limits can be set on a company level.

Open

Scheduled tasks used for customer types

• UpdatePersonPriceList

• UpdateCustomerTypeExpirationDateScheduleTask