The Customer Settings tab allows you to set specifics settings on the Customer level, including tax exemption status, credit terms and limits, salesperson, as well as specific estimate & invoice display settings that are different from the system settings.

Navigate to the Sales Module / Customers / Settings tab within the desired Customer account.

a. Tax Exempt -  Customers, such as a non-profit organization, can be set as Tax Exempt. All new Estimates and Orders created for this Customer will automatically be set as Tax Exempt.  Marking Yes will open a pop-up for you to enter the Tax Exempt information. See example below.

b. Tax Exempt information can be edited at any time by clicking the Edit button, filling in the information field, and saving.

Example:

c. Requires Purchase Order - This will require a Purchase Order Number to be entered before an Order can be placed into Work In Progress.

Note: A popup will appear prompting you to confirm this setting. See example below.

d. Shipping Account - Clicking Edit allows you to type the account into an information field.

Example:

e. Terms:  Customers can have Terms enabled to allow them to place an Order based on the Ordering Rules set in your system. Clicking Update will open a pop-up allowing you to enter the Payment Terms. See example below.

Note: These Rules can be managed in Management Module / Ordering / Ordering Rules.

Example: 

f. Salesperson:  This is the default Salesperson for this Customer. All new Estimates and Orders created for this Customer will automatically be set to this Salesperson. Clicking Update will open a pop-up that allows you to enter the Salesperson. See example below.

Note: The default Salesperson can also be changed during Order entry.

Example:

g. Origination -  This indicates how the Customer originated, such as through an advertisement, cold call, or other source.

Note: This list can be managed in Management Module / Global Settings / Ordering / List Manager / Order Origination. Origination information may be predefined for franchises.

h. Customer Type -  This identifies the Customer Type, such as Broker, Retail, Wholesale, or another category.

Note: This list can be managed in Management Module / Customers / Tracking / Customer Types. Customer Type may be predefined for franchises. 

i. Industry Type -  This specifies the Customer’s Industry Type, such as Automotive, Medical, Restaurant, or another sector.

Note: This list can managed in Management Module / Customers / Tracking / Industry Types. Industry Type may be predefined for franchises.

j. Master Account - This field identifies the customer’s Master Account. If no Master Account applies, select None. Master Accounts are useful for tracking multiple Customers under a larger organization - commonly seen with property management companies or restaurant chains.

Note: Clicking Update will open a pop-up allowing you to manage this information. See example below.

Example:

k. Estimate and Invoice Options - Set specific Estimates and Invoice View settings for this customer ONLY. Selecting Set Estimate View Options annd set Invoice View Options will open pop-ups allowing you to make your setting selections. See examples below.

Note: This will override Global print options defined in Management Module / Customers / Statements.

Examples:

l. Send Automatic Monthly Statements - This will send a statement to this Customer montly.