next to the category field, you will find instructions of how to enter categories. These instructions are entered in the Categories procedure under Tables in the Global Settings module.Show Extra info tab in Update Customer?
Here you can select whether or not to display the Extra info tab in the Update Customer procedure. You can choose to show the tab with or without a table.
In this tab you can enter more additional information, if needed, in a number of text fields, date fields, integer fields and decimal fields. The field headings can be adapted to your own needs via the Property Management procedure. The information can then be used in customized reports, etc.
Use category management for customer category?
If you activate this setting you can display category explanation windows with multiple selection options in the Customer category field in the Update Customer procedure. The selection terms are created in the Category Management procedure under Tables in the Global Settings module. The customer category setting also determines the amount of help that will be available in the Search Forms/Create tabs for the lists where you can select by customer category. The setting is activated by default.
If this setting is not activated you can enter customer categories as additional text. You can then enter a maximum of 15 characters. By using the button next to the category field, you will find instructions of how to enter categories. These instructions are entered in the Categories procedure under Tables in the Global Settings module.
Use category management for reference category?
If you check this setting you can display category explanation windows with multiple selection options in the Reference category field under the Info tab in the Update Customer procedure. The selection terms are created in the Category Management procedure under Tables in the Global Settings module. The setting is activated by default.
If this setting is not activated you can enter reference categories as additional text. You can then enter a maximum of 10 characters.
Attach XML file by default for new customers
This setting determines whether or not it should be selected by default for a new customer that an XML file should be attached in e-mail message containing order confirmation, advising and invoice. If XML file should be attached or not can also be configured manually for a customer by using the button Attach XML file on the Info tab in the Update Customer procedure. Sending XML files in an e-mail message containing order confirmation, advising and invoice is a function in MONITOR-to-MONITOR.
Default customer status for new customer
Here you can choose which status should be set when registering a new customer in the Update Customer procedure. The available alternatives are:
* You cannot edit the alternative Actual customer. The other status alternatives can be updated/edited in the Customer / Supplier Status procedure.
Activate Round-off by default for new customers?
This setting determines whether or not rounding-off (to the nearest number) when printing invoices for this customer.shall be selected by default in the Update Customer procedure.