You can configure how sales orders and invoices are handled by default per customer. These defaults may be overridden at the time of order entry,
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To set Sales and Invoice Options, go to the Customer Master and create or edit a customer as described in Configure default order preferences.
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Click the General tab along the bottom of the page.
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Set sales order defaults
Choose the
- Branch
The default branch of your company that will manage sales to this customer. Orders will begin in this default branch regardless of the branch in which the order is created.
- Salesman
The salesman who owns this customer account. This salesman will be the default for all orders placed by this customer.
- Ship Via
The default shipping method for this customer.
- Category
The pricing category for the customer. This information is useful for reporting.
- Territory
The sales territory to which this customer belongs
- Order Type
The default order type that will be entered on this customer's sales orders.
- Parent Pricing
The account number of the customer whose pricing structure will apply to this customer. You can use this option to group multiple customer accounts together under the same pricing structure. Price Matrix formula prices and quoted prices are automatically shared among all of a parent's child accounts, however each customer account maintains a separate sales history. For this reason, parent pricing does not work well if you are using the customer's Last Price Paid as the default in your Sales Orders. It will only use pricing set in the Price Matrix or on Price Quotes to the parent account, and not the parent account's Sales History, which is where the last paid price is stored.
- Parent Cust Part #
The account number of the customer whose part numbers will apply to this customer. This option allows you to store part numbers among multiple customer accounts, making it easy to maintain one large list of part numbers. Part numbers are shared among all of a parent's child accounts.
- Ship To
The default location where the customer's orders will be shipped. Ship To locations may have assigned salespeople, tax rates, ship vias, and other details. If blank, then the address on the Main page will be used.
- Keyword
Additional information used for searching this customer. If Inform finds an exact match for the keyword, it will return only customers with that keyword. This keyword is useful if a company changes its name, as you can specify the old name as a keyword and still find it easily.
- Type
The type of customer, for example Home Owner, Independent Contractor, etc. Use this information as a basis for grouping customers to send mailings.
- Sort Code
Defines how the customer is sorted among others in lists such as customer statement. for example, to have John Smith Company Sorted by Smith rather than John, type Smith here.
- Price Matrix %
An additional markup over the price matrix price.
- EDI Number
Electronic Data Interchange Number: a reference number for sending and receiving orders electronically. EDI integrations are custom integrations and require consultation with DDI to enable. If you are interested in using an EDI service, please contact DDI Customer Care at 203.364.1200 or support@ddisys.com.: See also, Set up and use EDI .
- EDI Start Date
The date on which the customer began using the EDI interface. Enter this date at the same time as the customer's EDI Number.: See also, Set up and use EDI
Some fields may be required when creating a new customer.
- Branch
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Set invoice options
- Options on the Sales Order/Invoice Options panel carry through to the final invoice.
- Optionally, enable the following options:
- B/O Allowed
Allows back orders. If cleared, the Sales Orders display a warning that the customer does not accept back orders. However, if the Company Master setting "Invoice Update cancel B/O based on Customer flag" is enabled, then clearing this option will cancel back orders rather than display the warning message.
- Cust P/O # Req
Requires a customer purchase order number on all sales orders for the customer.
- Auto Margin Price
Automatically updates margin pricing when you perform a Customer Margin Price Update.
- Sort Sales Orders
Automatically sorts printed sales orders or worksheets by Bin Location or Product Number as opposed to line sequence number. Use this sort to help your warehouse pickers locate products. A customer specific setting overrides the branch sort.
- Ship Complete
Automatically marks sales orders entered as Ship Complete, which means that the order will not be shipped until all product quantities are available.
- Show Invoice Disc
Displays the list price, discount percentage, and net price on invoices printed for this customer.
- Suppress Header
Hides your company's header information on printed sales order and invoices for this customer.
- Require Ordered By
Requires that the ordered by option is completed on all orders. If this check box is shaded and disabled rather then checked or blank, then it is controlled by the related setting in the Company Master. That setting used.
- Exclude Demand
Excludes this customer's order history from demand forecasting.
- Invoice Copies
The number of copies of the invoice that will print each time an order is invoiced for the customer.
- Pay Commissions
The basis of the commission that the salesman receives. Either Company Default: based on the setting in "Salesman Commissions based on Sales/Paid Invoices" on the Pricing and Costing page of the Company Master; or Sales: based on the amount of the customer's sales orders; or Paid Invoices: based on the amount of the customer's paid invoices.
- Product Cert Codes
Allows the customer to purchase those items with the Product Certification Codes listed here (separated by commas). These alphanumeric codes correspond to those entered for a specific item on the Product Master. See also Configure general product options.
- Auto B/O Release
Allows backordered products to be released to the customer automatically.
- Sort Ship Confirmation
Automatically sorts line items on the ship confirmation screen by Bin Location or Product Number. Consider using this feature along with the Sort Sales Order, thereby allowing the warehouse picker to review the ship confirmation screen in the same order as the printed order. Note that this option affects only the screen ship confirm; the printed ship confirmation will still sort with the standard line sequence number, in the order products were entered.
- Sort & Save Line Items
Applies the sort order selected in Sales Order Sort permanently, thereby resorting all onscreen and printed sales orders, worksheets, ship confirmations, invoices, and order recaps.
- Print Prices on S/C
Determines if pricing should print on the Shipment Confirmation. This document is used as a packing slip. Prices are often hidden because corrections may still be made before invoicing or sensitive pricing should not be shared. It should be reserved for the billing department who handles the invoice. Note that if you set this option differently than you set the "Print Price on S/O" option, be sure that the "Default Print Prices in S/C" in the Company Master (under the Sales tab), is set to "N". Otherwise it may carry over the setting from the "Print Price on S/O" field.
- Print Prices on S/O
Prints prices on customer sales orders by default. You may modify this setting on an individual sales order before printing.
- Auto Prompt SDS
Prompts SD Sheets to print when orders for this customer are ship confirmed. All available SD Sheets will be listed for products on the order. SDS will default to print based on the date that the sheet was updated compared to the last date that the customer purchased the item. SDS must be linked to products through the Product Master to print at Shipping Confirmation.
- Multi Shipment Invoice
Use multi-shipment, or consolidated invoicing. This process allows you to create a single sales order that you can ship against multiple times. The customer receives one invoice that includes all shipments.
- Special Instructions
Type any special instructions that apply to all sales orders for this customer. These instructions appear each time you enter a sales order for the customer.
- Customer Part # Required
Requires that any products added to sales orders for this customer have Customer Part Number assigned on the Part Numbers tab. See also Assign customer part numbers by product.
- B/O Allowed
- Options on the Sales Order/Invoice Options panel carry through to the final invoice.
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Set send options
Decide how sales orders, invoices, and other documentation will be sent to the customer.