Customer Options

To automatically generate customer ID numbers, set this field to Y.  If you want to manually assign the ID numbers, set this to N.  (If set to Y, you may enter your starting number in the field below.)

Select or click Ok to exit and save, or Cancel to exit without saving.

If you are using X-Charge to process your credit cards, this option allows you to maintain a record at each workstation of every request and answer file.  Set it to Y to store the files or N to not store them.  (Only the first digit and last 4 digits of the customer's credit card number is recorded for security purposes.)

This setting controls how much of a customer's credit card number is actually stored by the system and how much is displayed.  Choose W to store and display the whole number.  Choose F to store and display only the last 4 digits.  Choose S to store the whole number, but only display the last 0 4 digits.  (Regardless of what you store, all credit card numbers are encrypted.)

To be prompted at each invoice for the PO number of the ship to addressee, set this field to Y.  Otherwise, set it to N.

Type in the terms (Cash, Net 30, etc.) you wish to use as a default when adding new customers.

f setting rate by Customer, set this to be the default tax rate levels when adding new customers.  If setting by Inventory, set this to be Y/N for taxable or non-taxable.

If you will be auto generating your ID numbers, you may set the starting number here.  It is recommended that you use a minimum of a 6 digit number.

This is the starting ID for any alternate shipping addresses you may add.  This is solely for internal system tracking.

Controls the order for the search box that appears from the customer screen, putting what you are most likely to search on at the top.  A radio button selection is available.  Click on the  to view the 3 options and then click the button for the one you want and then select Ok.

If you allow store charge accounts, you may optionally set a single invoice limit.  Simply type in the dollar amount in this field.  No store charge invoices greater than that sum will be allowed.  To not set an invoice limit, leave this field at 0.00.

When changing from a cash to customer sale, or from one customer to another, if you already have items on the invoice, prices will need to adjust.  Set to N to Never change a price on screen, A to Always change the prices to what is on the products screen for the new customer, or 0 to update all prices unless the new price is zero.

If you allow store charge accounts, enter the percentage of the customer's balance you require to be paid at the end of each month.  Enter 100 if you require payment in full.

Default percentage to discount for early payment (for store charge accounts).

Default days for an early payment discount (on store charge accounts).

If you have set a percentage due monthly less than 100, you may also enter a minimum dollar amount you will accept on a monthly basis in this field.

Default monthly interest rate when adding new customers.  Enter this as follows:  to charge 1 1/2% per month, type 1.50.

Set this to Y if you want your city and state to be the default values when adding new customers.  Set to N if you want to always enter the city and state.

To automatically generate customer ID numbers, set this field to Y.  If you want to manually assign the ID numbers, set this to N.  (If set to Y, you may enter your starting number in the field below.)

Set this field to Y if most of your customers will be allowed to place invoices on an internal store charge account.  Set it to N if most of your customers must pay for goods when they pick them up.