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.