Changes to Customer Preferences


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Standardize your Phone Labels while in Customer Prefs!



Big Business 2.5 introduces several changes to the Customer Preferences.

• Auto-Generate Customer Codes
» Have Big Business assign each new Customer a serialized Customer Code.
» Set the next number to be used in Auto-Generating a Customer Code.

• Unique Customer Codes
» Require Unique Customer Codes.

• Quote Preferences
» Add Automatic Notes to Quotes when printing built-in forms.

• Sales Order Preferences
» Add Automatic Notes to Sales Orders when printing built-in forms.
» Perform Sales Order Credit Verification.
» Warn the User or Prevent the Save of Sales Orders with out-of-stock Items.
» Select a Default Entry Tab for Sales Orders.

• Invoice Preferences
» Add Automatic Notes to Invoices when printing built-in forms.
» Warn the User, or Prevent the Save of Invoices with out-of-stock Items.
» Select a Default Entry Tab for Sales Orders.

• Invoice Printing Defaults
» Choose from ten new Invoice Layouts with Backorders.



Related:

  Chapter 503 Customer Preferences

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