Customer Settings – General

The Settings General tab contains settings for that trader. These are often default settings for orders when they are created. They may also be customer information, that let you choose how to group your customers to best meet your strategy or process invoices. You do not need to set all these settings. If, for instance, as someone who enters orders, you want to select a payment type while speaking to a customer, you may not want to have a default set.

  • Business
    • Market and Sector – assign a business type to a customer. The business types are configured by clicking the ellipsis button to the right of the lists, or from Set-up > Business Types.
  • Classification – assign a classification. Classifications are configured by clicking the ellipsis button to the right of the list.
  • Quantity breaks
  • Cost centre – assign a default cost centre for the customer's orders. Cost centres are set up in Company Set-up.
  • Default department – set the default department for orders. Departments are set up in Trader Details.
  • Default analysis 1 – set a default analysis code for orders. Analysis codes are set up in Trader Details.
  • Default analysis 2 – set a default analysis code for orders.
  • Default analysis 3 – set a default analysis code for orders.
  • Payment type – set a default payment type for orders.
  • Web address – customer's website address.
  • Delivery – default delivery method for orders.
  • Service – default delivery service type for orders.
  • Employees – number of employees at customer.
  • Office staff
  • Auto calc department len
  • Loyalty spender – the selected contact is the only customer contact that can redeem loyalty points. This includes points that have been accrued from orders placed by other contacts. When cleared, contacts can redeem their own points.
  • Spend loyalty rate – for each major currency unit this customer spends, then this number of loyalty points will be awarded. This setting can be different for each customer. This is a separate setting from the Loyalty points conversion rate.
  • Late payment fee
  • Force orders to this supplier – select to force orders to a specific supplier.
    • Supplier – select the supplier orders to which orders should be forced. This means that for pick and wrap orders, the product sent will be an item sent from this supplier, as long as there is one linked to the product.
  • Offer BTB on order – select to allow orders to be back-to-backed for this customer.
  • BTB specific catalogue – click the tickbox, then select a specific catalogue that customers can order from for back-to-back orders.

 

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