Sales Info (Maintain Customers/Prospects)
To set up unique sales transaction defaults for each customer record, select the Sales Info tab in the Maintain Customers/Prospects window. You can change this information at the transaction level, if necessary.
Sales Defaults
Sales rep: You can enter the sales representative that has contact with the customer. The sales representative must have already been entered in the Maintain Employees/Sales Reps window.
GL Sales Account: Enter a General Ledger account for the default sales account for this customer. This is normally an income account. When selling inventory items, Sage 50 overrides this account with the General Ledger default accounts set up in Maintain Inventory Items.
Open P.O. number: This is the standing purchase order number you can use for this customer. This defaults on the Quotes, Sales Orders, and Sales/Invoicing windows.
Ship via: You can select the primary shipping carrier you want to use to ship items to this customer. Whatever you select here will default for sales transactions you enter for this customer. Shipping carriers are set up in the Inventory Items Defaults window, which you can open by clicking the link to the right of this field.
Note: You must save this customer record before you will be able to add any new Shipping methods that were created while you had the window open.
Resale number: If this customer purchases items for resale, enter the resale number here. Resale numbers are required by most states for businesses that sell taxable goods. It enables the business to sell goods to other businesses for resale without charging a tax or to buy goods from other businesses for resale without paying a tax. If a customer intends to resell your goods, enter the customer's resale number (also called seller's permit) here.
Pricing level: You can choose from various pricing levels that are set up in the Maintain Inventory Items window when invoicing your customers. Price level names are set up on the Price Level tab of the Inventory Item Defaults window, which you can open by clicking the link to the right of the field.
Form Options
Form Options determine how forms are delivered to customers either when you click Email on task windows or print forms from the Select a Report or Form window. Which customer forms can be sent by email?
- Batch delivery method: Choose either paper forms or email. Whenever you print a form in bulk from the Select a Report or Form window, your choice will determine whether the form is printed for mailing OR automatically sent as an email attachment to this specific customer.
- Enable Invoice Payments for batch emails: By default, you can give your customers a way to pay online if you use Invoice Payments or Invoice Payments by Paya. Invoice Payments includes a Pay Now button in the email. Learn about Invoice Payments
- Email sales rep when using batch processing to send forms: Select this to automatically send an email copy of the form to the default sales rep (whose ID appears in the Sales rep field) whenever you send a form to the customer.
- Replace item ID with: You can select UPC/SKU or Part Number to display as your item identification on forms.