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.
In the Sales Module, navigate to the Customer record, and select the Settings tab.
(A) Tax Exempt: Customers, such as a non-profit organization, can be set customer as Tax Exempt. All new Estimates and Orders created for this customer will automatically be set as Tax Exempt.
- To mark a customer as Tax Exempt, click the Yes radio button next to Tax Exempt.
- A modal will appear for you to enter the customer's Tax ID# and expiration date. From the drop-down menu, select the Tax Exempt Reason.
- Then click Update Tax.
(B) Requires Purchase Order: Select Yes if this customer requires a Purchase Order on ALL orders. This will require a purchase order number to be entered before an order can be placed into Work In Progress.
(C) Terms: Customers can have terms enabled to allow them to place an order based on the Ordering Rules set in your system which can be found at Management Module > Ordering > Ordering Rules.
- To enter or update Terms, click update.
- Select the Payment Terms from the drop-down menu.
- Under Credit Limit, enter the dollar amount available for this customer.
- Then click Update.
(D) 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. The default salesperson can also be changed during order entry.
- To change, click update.
- Select the Salesperson from the drop-down menu, and click Update to save.
(E) Origination: Select the origin of your customer, e.g. Advertisement, Cold Call, etc. This list is managed by navigating to Management Module > Global Settings > Ordering > List Manager > Order Origination (if you're a franchise, this may be predefined for you).
(F) Customer Type: Select the Customer Type, e.g. Broker, Retail, Wholesale, etc. This list is managed by navigating to Management Module > Customers > Tracking > Customer Types (if you're a franchise, this may be predefined for you).
(G) Industry Type: Select the Industry Type for this customer, e.g. Automotive, Medical, Restaurant, etc. This list is managed by navigating to Management Module > Customers > Tracking > Industry Types (if you're a franchise, this may be predefined for you).
(H) Master Account: Select the customer's Master Account. If the customer does not have a Master Account, select None. Master accounts can be helpful in tracking multiple customers that are part of a larger organization, this is commonly used for property management companies or restaurant chains.
(J) Estimate and Invoice Options: Set specific Estimates and Invoice View settings for this customer ONLY. This will override Global print options defined in Management Module > Customers > Statements.