Customer Tender

The default tender to be used when this customer is invoiced. If a tender is set here, the sale will automatically use this tender when it is finalised, you will not be able to change the tender on the sale. If no tender is set here, a tender selection screen will be shown for each sale.

Payment Term

Supply Type

Price Level

This is the default price level assigned to the customer. This is used for calculating sell prices. This level can be overridden when a sales order is entered.

Credit Limit

The customer’s credit limit they have with you

Carrier

The carrier (courier/delivery service) to be used for deliveries / consignments for shipment.

Customer Start Date

This field holds the date and time that you wish to begin trading with the customer, or that the customer was set up in the system. This must be manually entered.

Customer End Date

This field holds the date and time that you will be ceasing trading with the customer, or that the customer was put on stop. This must be manually entered.

Cost Centre

Allows you to record the customer’s internal cost centre code, if one exists.

Contract Start Date

This is an overriding date that all contracts for this customer will start from. If you have (or had) a contract with the customer, this field holds the date and time that all contracts are to begin. This must be manually entered.

Contract End Date

This is an overriding date that all contracts for this customer will end at. If you previously had a contract with the customer, this field holds the date and time that the all contracts are to finish. This must be manually entered.

Max Shipments/Sale

The maximum number of shipments that is allowed per sales order. This can be used to minimize freight charges by reducing the number of times you deliver out to the customer.

Invoice Mode

The way in which the customer is invoiced. There are three options:

• Manual invoicing: The customer receives one invoice per shipment/picking slip, to be manually created some time after the shipment is finalized.
• Batch invoicing: The customer receives one invoice per month, containing the invoices for all shipments within that period. Throughout that time they receive delivery dockets which can be priced or unpriced.
• Invoice Per Order: The customer receives one invoice per order. This invoice is generated automatically once all lines on the sales order have been shipped. Throughout that time they receive delivery dockets which can be priced or unpriced.

Customer Order Req

1. Customer Order Required – Would show a validation error if it is not entered, but would allow duplicates 
2. Customer Order Required (warn on duplicate) – Would show a validation error if it is not entered, would show a validation warning if there’s a duplicate
3. Customer Order Suggested – Would show a validation warning if the customer order is not entered
4. Customer Order Suggested (warn on duplicate) – Would show a validation warning if the customer order is not entered or if it is a duplicate
5. No Customer Order Required – No warnings or validations- DEFAULT
6. Unique Customer Order Required – Would show a validation error if it is not entered or if it’s a duplicate

Back Order Allowed

Specifies whether any products on this customer’s order/s can be back ordered. If the flag is off and you cannot supply any items off the customers order and do not change the item to another suitable item then the sales order will go to Posted status the moment you complete the shipment of what you can supply out of the original order. Therefore no stock goes to back order.