{"id":9924,"date":"2024-01-24T12:37:30","date_gmt":"2024-01-24T12:37:30","guid":{"rendered":"https:\/\/jaldi.store\/?p=9924"},"modified":"2026-08-06T10:16:23","modified_gmt":"2026-08-06T10:16:23","slug":"how-to-configure-customer-category-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-configure-customer-category-in-adempiere-retail\/","title":{"rendered":"How to configure Customer Category in ADempiere Retail?"},"content":{"rendered":"\n

This means recording whether a customer is an Institutional<\/strong> (e.g., company, organisation) or a Retail<\/strong> (individual walk-in buyer) customer in the system. This classification helps in pricing, reporting, tax handling, and business strategy<\/strong>.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Cashier<\/li>\n\n\n\n
  • Admin<\/li>\n\n\n\n
  • Manager<\/li>\n\n\n\n
  • Back office<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Set the institutional and retail customer<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Customer master screen must include a field for Customer Type<\/strong><\/li>\n\n\n\n
      • System should have pre-defined values like:<\/li>\n\n\n\n
      • Institutional<\/li>\n\n\n\n
      • Retail<\/li>\n\n\n\n
      • Users must be trained to correctly select customer type at entry<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Customer type must be mandatory<\/strong> during creation<\/li>\n\n\n\n
        • Institutional customers may require:\n
            \n
          • Additional fields like GSTIN, PAN, credit terms<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n
          • Retail customers may have simplified billing<\/strong> (e.g., cash & carry)<\/li>\n\n\n\n
          • Pricing, discounts, and promotions can vary based on customer type<\/li>\n\n\n\n
          • Customer type should be visible in sales and reports<\/strong><\/li>\n<\/ul>\n\n\n\n

            User Interface<\/strong><\/h2>\n\n\n\n

            Step 1:<\/strong> Select ‘Customer’ <\/strong> in Menu-> Business Partner Rules -> Customer<\/strong> or Search Customer in Lookup.<\/p>\n\n\n\n

            \"TenthPlanet<\/figure>\n","protected":false},"excerpt":{"rendered":"

            This means recording whether a customer is an Institutional (e.g., company, organisation) or a Retail (individual walk-in buyer) customer in […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,84,31],"tags":[],"class_list":["post-9924","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-adempiere-master","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/9924","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=9924"}],"version-history":[{"count":3,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/9924\/revisions"}],"predecessor-version":[{"id":23347,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/9924\/revisions\/23347"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=9924"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=9924"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=9924"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}