Customer Policy refers to the differentiated trading rules and management framework established by foreign trade enterprises for different customer groups, covering price discounts, payment methods, credit limits, delivery priorities, after-sales service, etc. Usage scenarios include: setting entry thresholds when developing new customers, providing tiered discounts when maintaining old customers, or tightening payment conditions for customers in high-risk regions. Precautions: Policies need to be documented and internally consistent to avoid arbitrary promises by salespeople; customer credit and market changes need to be regularly assessed and dynamically adjusted; compliance with international trade regulations and antitrust requirements is necessary. Difference from 'customer segmentation': customer segmentation is a classification method, while customer policy is specific rules; difference from 'sales policy': sales policy focuses more on overall market strategy, while customer policy focuses on individual customer relationship management. The core goal is to balance risk and return, and enhance customer loyalty and operational efficiency.
📝 Examples
1. According to the company's customer policy, new customers' first orders require 30% advance payment and 70% payment against copy of bill of lading, while old customers can apply for OA 60-day credit terms. (Note: Demonstrates the difference in payment conditions between new and old customers.)
2. Due to the recent tightening of foreign exchange controls in the customer's country, we decided to adjust the customer policy by lowering their credit limit from USD 100,000 to USD 50,000 and requiring a bank guarantee. (Note: Demonstrates dynamically adjusting customer policy based on risk changes.)
💡 Foreign Trade Tips
Foreign trade terms are the foundation of international business communication
Trade practices may vary slightly by country; pay attention when using them
When using terms in contracts, specify the applicable version (e.g., Incoterms 2020)
For unfamiliar terms, use GlobalSync's multilingual email helper to confirm with your partner