Customer File - Option
Options | Descriptions |
|---|---|
Language | Select customer's preferred language |
Tax Code | Select in the drop down menu if this is customer |
Tax Exemption | Manually enter if your customer has a tax exemption |
Payment mode | Choose from a drop down menu the preferred payment mode of your customer. Note that these options are editable depending on the payment mode you want to offer. |
Currency | Choose from a drop down menu the currency used for that customer. Note that these options are editable depending on if you want to manage multiple currency. |
Freight | This is for choosing the transport option. Note that this field is only accessible with additional module.. |
Price type | Select the price type |
Statement Shipment | Select mailing option for statement of account |
Transf. Invoice Shipment | Select mailing option for invoice |
Federal ID number | Enter Tax Id number for businesses |
Important message | Message entered there will result in opening a pop-up with that specific message whenever your enter the customer file. |
Social/Health Insurance #/Driver's licenses # | These elements can be filled for credit investigation purposes |
PO is mandatory checkbox | Check this box if that customer needs a specific PO in it's order and work-order. When you'll create the Order and/or Work-Order, if the PO field is empty, you will receive a pop-up message reminding you that the field is mandatory. |
Customer Account blocked checkbox | If you have a customer with bad credit history, or with whom you do not want to deal with anymore, check this box. This will insure that if someone tries to create a quote/order/w-o, they will not be allowed to do so, and will receive a pop-up message that the customer account has been blocked. It will also be listed in red in the customer table. |
Refuses Ads checkbox | Can be used for reference purpose for marketing campaign |
Inactive section | This will allow you to mark a customer as inactive, since you cannot delete a customer who has quote/order/w-o/invoices related to it. You have to enter the date, whom put it as inactive, and the reason why. |