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Customers view |
  
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Customers view |
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This is the primary area where general settings for customers are defined. However, there are other tools for quickly adding customers. (See Invoice Setup: Quick Sale tab and Customer Categories)
Standard SE Options
Default Lookup
When opening a customer list, the names will be sorted using one of these options. Choose the one which will serve you best.
Tip: At any time, click on the Column Title to temporarily switch the sort method..
| • | Name - Sorts on business name and an individual customer's last name |
| • | Account - A permanent account number generated by POSitive. This number cannot be edited. |
| • | Code - A definable customer identification code. This code can be any alphanumeric, but is often the customer's phone number which can be filled in automatically for you. (See Auto Generate Customer Code as described below.) It is recommended that this code be unique for each customer. This is especially necessary when running POSitive E-Commerce so a duplicate entry block has been added to the program. |
Default Terms - Each customer must have a Term of Payment. The selected term here will be automatically applied to a new customer entry (unless you have chosen to use Customer Categories). If necessary, the individual customer's term of payment can be re-set on a per invoice basis. Use the lookup button to find or add additional terms.
Use Titles (Mr/Mrs) - Activates an open field on the Customer Record screen. Includes this term of address on invoices and correspondence.
Do Not Track Area Code - (Not Generally Recommended) If all of your customers are from the same area code, you can choose to disable area code inclusion. This is also applicable to foreign countries where area codes are not used.
Auto Generate Customer Code From Phone When Adding - You will be prompted to enter a phone number even before you take any other information about the customer. The phone number will be stored as the lookup code, but without any hyphens. (Related topic: Customer Found)
Taxation
Tax Group Based On Shipping Address - Some businesses are required to charge taxes based upon the customer's delivery address. For this option to work, you will need to create tax groups for each county or zipcode as needed. By selecting this option, items invoiced will be charged at the appropriate ship to address. (see Tax Based On Ship To) TIP: You can set a default related to this option under System Setup: Transactions: Customers: "When Creating A New Transaction, Set the Ship-To Address As"
Use Zip Code Lookups When Entering Customer Information - This is feature will automatically add a city and state to a customer record when the zip code is entered.
Skip City/State Field and Go To Zip Code Field When Adding Customer - If most of your customers are not local, this is a quick solution.
TIP: Even while the cursor is in the city field, you may type the zip code for automatic fill-in.
Use Zip Plus Four - If this is checked an additional field will be available for entry of the extra four characters.
Default Address Format
| • | US/Canada |
| • | Great Britain |
| • | South Africa |
| • | Australia |