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COMPANY SETTINGS - Customers

Establish defaults for new Customer setup

CompanySettingsCustomers-1

  • establish Address Defaults for setup of all new Customers
  • check Unique Ship To if you don’t want Ship To ID’s to be duplicated
  • establish defaults for Shipping Terms, Ship Via, and Taxes
  • Sales
    • option to have Customer settings dictate which GL Revenue Account the sales will be captured in, as opposed to the Inventory item if CheckBoxCheckedBlue Override Sales Account   is selected
    • assign the default Credit Type when setting up a new Customer
    • assign the default Credit Limit when setting up a new Customer