Customer Types

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Customer Types

Customer types are where you can define settings that apply to a group of customers. You could have different groups for retail and trade customers.

 

NOTE

Settings in customer type override the defaults in Tools > Customise. If you make a change and it does not have any effect check your customer type.

 

1.Click Add to add a new customer type to the list on the left.

2.Pick a default type of business from the drop down box.

 

Document Titles

Type in the boxes if you want to change the title of the printed documents. (Note no screens in EQ change, only the printed documents).

 

Layout

Click the Layout button for each of the documents to change:

Layout - Pick retail layout to include a brochure image of the furniture or trade layout to show more detail with no image.

Show Signature Line - Tick to show a line at the end of the document for signature and date.

Standard Quotation Notes - Enter notes to appear at the bottom of the printed document, e.g terms and conditions.

 

Show VAT inclusive figures

Set Default to take the default settings as set in system configuration

Set Include to always show VAT inclusive figures for this customer type

Set Exclude to always show VAT exclusive figures for this customer type

 

Default Payment Stages

Enter payment stages in the same way as system configuration. Detail input here overrides what is set in  system configuration. For detail click here.

 

Additional Options

Here you can enable settings which set permissions on how far users can progress an order unless it meets certain criteria, e.g. don't allow purchase orders to be places unless deposit has been received.

 

In the override security level box enter a user level from passwords and security to allow a user to bypass these rules.

 

Click update_small Update to save and close the window.