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  1. DDI System
  2. Using Inform
  3. Configure Inform
  4. Manage your customers
  5. Configure additional customer properties

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Configure additional customer properties
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  • Configure customer tax rate and credit options
  • Configure additional customer properties
  • About customer status
  • Specify standard customer properties
  • Create a single price list for multiple customer accounts
  • 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
  • Manage custom fields
  • Set up a consignment warehouse
  • Consolidated multi-shipment invoicing
  • Print customer mailing labels

Customer contacts

  • Manage customer engagement with contact analysis
  • Email customer contacts
  • Manage customer payment profiles to save credit card information

Ship to locations

  • Set up customer Ship To locations
  • Configure tax rate and credit options by specific ship to location
  • Set up and use EDI
  • Set up specific ship to truck routes
  • Configure order limits by ship to address
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