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 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: This group box includes options that determine how forms are delivered to customers either when you choose the Email button on task windows or print forms from the Select a Report or Form window. Which customer forms can be sent by email?