Customer Settings
Use the screens under Customer Settings to manage customer terms, types, credit limits, and other customer-related information.
- Related Topics:
- Manage Customer Terms
Use the Manage Customer Terms screen to set up the payment terms that your company offers to customers. - Manage Customer User-Defined Labels
Use the Manage Customer User-Defined Labels screen to customize labels for the user-defined fields in the customer table. - Manage Customer Types
Use this screen to set up the valid customer types for your business. You can sort by customer type when you print sales reports and receivable reports. - Manage Customer Credit Limits
Use this screen to set up the different credit limits that you offer your customers. - Manage Customer Credit Ratings
Use this screen to set up the credit rating codes and descriptions that your company assigns to customers. - Manage Sales Territories
Use the Manage Sales Territories screen to establish and maintain sales territories. You can optionally assign customers to sales territories when initializing the Customer table. - Manage Shipping Methods
Use the Manage Shipping Methods screen to establish and maintain shipping methods. You can optionally assign shipping methods to customers when initializing the Customer table.
Parent Topic: Accounts Receivable Controls