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Setting Default Conditions for Customers in the Address Book
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| On Hold | By checking this box, the chosen company will be on a credit hold status. This will activate a warning window which will appear each time the customer is chosen for a job. It will also appear each time a job is accessed in which this company is chosen as a customer. The message that appears is user defined and configured in the System Information branch of the Configuration Book.
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| Tax Number | This is the customers tax ID number for sales tax reporting purposes.
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| Reg Number | This is the customers government issued registration number.
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| Supplier acc ref | This is a code that is entered for this company which may be used when exporting purchase order data to your accounting software.
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| Customer acc ref | This is a code that is entered for this company which may be used when exporting invoice data to your accounting software.
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| Currency | This is the default currency in which you do business with this customer. These currencies are configured in the configuration book.
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| Default Rental Tax | This is the tax rate that will be used for this customer on all rental or hire equipment when an invoice or quote is created. These tax rates are configured in the configuration book.
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| Default Sales Tax | This is the tax rate that will be used for this customer on all sales equipment when an invoice or quote is created. These tax rates are configured in the configuration book.
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| Best Payment Terms | This is the payment terms that you extend to a customer when they purchase or hire something from you. These terms are configured in the configuration book.
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| Best Purchase Terms | This the payment terms that the vendor extends to you when you purchase or hire something from this company. These terms are configured in the configuration book.
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| Rental/SubHire Discount | This is the discount that will be automatically applied when you rent or hire something either from or to this company. This discount may be overridden at any point during the hire process.
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| Sales Band | This is the default sales band or special pricing that will be used on all sales equipment when sold to this customer. This may be overridden at any point during the hire process.
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| Special Condition #1 | This is a special filter used to identify certain customers for certain purposes. This filter description is configured in the configuration book.
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| Special Condition #2 | This is a special filter used to identify certain customers for certain purposes. This filter description is configured in the configuration book.
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| Special Condition #3 | This is a special filter used to identify certain customers for certain purposes. This filter description is configured in the configuration book.
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| Supplier Filter | This is a special filter used to identify certain companies as suppliers. A filter button is available on the Navigator Window to only display companies that are set as suppliers.
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| Customer Filter | This is a special filter used to identify certain companies as customers. A filter button is available on the Navigator Window to only display companies that are set as customers.
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| Deleted | This allows you to set a company as deleted. Deleted companies appear in the system with a grey background so as not to be chosen on future events. Due to historical reasons, it is not possible to delete a company, you can only mark it as deleted.
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