How to access from the navigation bar: CRM →  Categories

What is it used for?

Categories represent a complex tool in PIRO Fusion that can be used for multiple purposes. On the one hand, it provides a way to categorize customers and vendors according to certain criteria and which facilitates more efficient reporting in PIRO Fusion by generating customer category level reports. On the other hand, it provides a simple way to define some common properties (e.g. pricing, markups, default payments and shipping settings, etc.) for customers by only having to set up these properties once on the customer category and then assign as many customers as needed to it. All customers will inherit their customer category’s settings.

Viewing customer categories

The Customer categories added in PIRO Fusion are listed on the Customer categories tab. Customer categories can be added, edited or deleted using the following icons: (add), (edit), (delete). The icon reloads the list from the grid.

Customer categories

The grid’s columns show the following information:

1. Name: displays the name of the customer category.
2. Parent: if a customer category is co-dependent on another category (parent category) then the parent category is displayed in this column.
3. Code: displays the unique code used to identify the customer category.
4. Category Type: indicates if a category is a Primary, Secondary or a Price level type of category. More information on these category types is included in the Adding customer categories article.
5. Discount:displays the discount rate that will be applied to the final value of invoices created for the customers of the customer category. The discount is shown in a separate line on the invoices, however it is not shown separately on job orders.
6. CC Markup: displays the markup that will be applied when a customer of the customer category makes a credit card payment.
7. Default Payment Type: displays the payment type used by default on job orders created for the customers of the customer category.
8. Shipping Price: displays the custom Shipping Price of the customer category that is applied automatically when printing a shipping label for a customer of the customer category.
9. Default: indicates whether the customer category is used by default on the ‘Customer Detail’ form when creating new customers.
10. Metal markup: includes the icon which can used to bring up the ‘Metal markups form’ where metal markups can be defined and which will be applied for the customer category’s customers.
11. Item type markup: includes the icon which can be used to bring up the ‘Item type markups’ form where item type markups can be defined and which will be applied for the customer category’s customers.