Enter the code for the branch associated with the contact. This helps in categorising and managing contacts based on different branches.
Example: Enter "BR001" for the London branch.
Account Manager
Enter the name or identifier of the account manager responsible for this contact. To add a new account manager, navigate to the settings under users section and add a new user with the role of Account Manager.
Example: Enter "John Doe" as the account manager.
Default Tax Code
Select the appropriate tax code from the dropdown menu. To add a new tax code, go to Settings > Buying & Selling > Tax Codes and add the required tax code.
Example: Select "VAT" for contacts subject to Value Added Tax.
Payment Terms
Select the payment terms from the dropdown menu. To add new payment terms, go to Settings > Buying & Selling > Payment Terms section and configure the new terms according to your requirements.
Example: Select "30 days end of month" for payment due at the end of the month following the invoice date.
Price Book
Select the price book that applies to this contact. Price books define the pricing structure for products or services. To edit or add a new price book, navigate to Sales > Price Books
Example: Select "Wholesale" for contacts purchasing at wholesale prices.
Credit Limit
Enter the credit limit for the contact. This is the maximum amount of credit that can be extended to the contact. Setting a credit limit helps in managing credit risk.
Example: Enter "£5000" as the credit limit.
Is Customer? / Is Supplier?
Check the appropriate box to indicate if the contact is a customer or a supplier. This setting helps in categorising the contact for business operations.
Example: Check "Is Customer?" for contacts purchasing goods or services from you.
Hidden?
Check this box if you want to hide the contact from general view in the system. Hidden contacts will not appear in standard searches or lists.
Example: Check "Hidden?" to hide inactive contacts.
Customer on Stop?
This option is used to indicate if the customer should be placed on stop, preventing new orders until further notice. (Refer to the existing article on this for detailed steps.)
Auto email invoices/credits?
Check this box if you want invoices and credit notes to be automatically emailed to the contact.
Example: Check "Auto email invoices/credits?" to ensure the contact automatically receives their billing documents via email.
Auto print invoices after dispatch?
Check this box if you want invoices to be automatically printed after goods are dispatched.
Example: Check "Auto print invoices after dispatch?" to streamline the dispatch and billing process.
Disable Partial Shipments?
Check this box if you want to disable partial shipments for the contact, meaning they will only receive full shipments of their orders.
Example: Check "Disable Partial Shipments?" to ensure the contact receives complete orders in one shipment.
Send Pro-Forma When Order Created?
Check this box if you want to send a pro-forma invoice to the contact when an order is created.
Example: Check "Send Pro-Forma When Order Created?" to provide the contact with a preliminary invoice.
Tags
Use tags to categorise and organise contacts based on specific attributes or notes.
Example: Add the tag "VIP" for high-priority customers.
Head Office / Parent Company
Enter details of the head office or parent company if the contact is part of a larger organisation.
Example: Enter "ABC Corp" as the parent company for a subsidiary contact.
Integration Settings
Use these fields to enter IDs and other details needed for integrating with external systems like QuickBooks, Opentext, or Intacct.
Example: Enter the "QuickBooks Id" for synchronising contact data with QuickBooks.
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