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Customers tab |
  
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Customers tab |
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Skip Prompt For Authorized Buyer - Customer's who are business accounts automatically prompt for selection of an authorized buyer.
| • | If checked, you will not be asked to select an appropriate Authorized Buyer. |
| • | If unchecked, you will be able to track the name of the individuals from the business who are making the purchases. |
Alert If Customer Has Pending Transactions When Starting Invoice - When beginning to create an invoice for a customer who already has layaways, orders, service orders or quotes on file, you will be reminded of these pending transactions. You may review them with the customer to assure that no duplication is being made.
| • | If checked, and the customer has pending transactions, a listing of all transactions will be available for review or modification. Or you may press ESCape to continue with the new transaction. |
| • | If unchecked, there will be no notification of any pending transaction. |
Default To Customer Assigned Sales ID When Invoicing - If your sales staff have been assigned specific customer accounts, this option will automatically attach the ID of the customer's sales representative to an invoice created for the customer. Even if the sales rep did not create the invoice, s/he will be credited with the sale which could be an important factor in commissions earned. Note: this option does not apply when creating a new order, quote, or layaway - it only works when creating a new invoice.
| • | If checked, no matter which sales person creates the invoice for the customer, the assigned sales clerk will be credited. If a new customer is added, the Sales ID of the current sales clerk will become the customer's representative. The assignment of Sales ID can be adjusted at any time. |
| • | If unchecked, the customer assigned sales ID will be ignored. |
Include Country In Bill-To Address - If you sell internationally, the customer address can include the name or code for the country.
| • | Exclude Countries - Enter the country name exactly as it is spelled in the Country Definitions screen (Maintenance: Definitions: Countries). Entries do not require separate lines nor commas, but spelling is important. |
Ship-To Address Setup
When Creating A New Transaction, Set the Ship-To Address As
(NOTE: this only works if you have turned on (checked) the option "Tax Group Based On Shipping Address" under System Setup: Customers.)
| • | The Default Ship-To Address - This will use the customer's Bill-To Address as the primary or default shipping address |
| • | Store Pickup - The ship to field on the invoice will say "Store Pickup" instead of any shipping address. |
| • | Ask - Will open a screen allowing you to select "Store Pickup" or any pre-defined ship-to address. |
Tax Lookup URL - (Optional) This field is for linking to a state government web site which lists Destination Based Taxes for the various counties of the state. (For example, Washington State has the following web site which can be used by POSitive to identify tax rates in various communities
- http://dor.wa.gov/Mobile/SalesTaxRatesCe.aspx
Contact Your Dealer for help if your state has implemented taxation based upon delivery location rather than purchase location. (see also WA State Tax Importer)