After you create a customer, you can work customize that customer's properties as follows:
- Configure default order preferences
- About customer status
- Specify standard customer properties
- Configure customer tax rate and credit options
- Add customer notes
- Configure default customer freight options
- Set up default customer truck routes
- Add customer credit references
- Assign a price contract to a customer
- Configure spending limits for purchase orders by customer
- Specify a pattern for default customer P/O numbers
- Assign customer part numbers by product
- Associate a consignment vendor's ID with a customer
- Add a customer to a source
- Work with customer tax matrices
- View and apply customer custom fields
- Categorize customers by business or pricing
- Set up customer Ship To locations
- Manage contacts
- View and create activities
- Work with attachments
- Get an audit history of changes made