Customer Settings

Enable pricing, payment terms and accounting package settings for a selected Customer

Updated over a week ago

Settings overview

Enable pricing, sales and invoicing, and accounting package settings for a selected Customer.

Settings include:

Locating this section in app: Sales > Customers > select a Customer > Settings


Pricing

Set a Flashing Price Level (if enabled, contact us via Messenger if required) and Product Price Level to the selected Customer.

๐Ÿ—’๏ธ Note: the options available for Product Price Level are set in Price Level Manager.

  • Unassigned: If a customer is not assigned to a price level, when products are added to an order for that customer, ALL price levels will be displayed to choose from. When the customer is assigned to a specific price, only that price level will display when adding products to an order for that customer

  • Standard: This is the default price level

  • xx% Discount (if discounts have been applied in Discounts).

๐Ÿ—’๏ธ Notes:

  • Whichever selection is made, itโ€™s applied to the Customer

  • The rates applied to a Price Level can be overridden on an Order, if required.


Sales and Invoicing


Credit hold

Place a Credit Hold, preventing new Sales Orders from being created, for the selected Customer

  • Credit Holds can be toggled on/off

  • When enabled, a warning will display when attempting to create a new order for the Customer.


Credit limits

Assign a credit limit to the selected Customer

  • Credit limits are calculated based on the total value of unarchived Sales Orders which are not in a Draft status.

  • When a credit limit is exceeded, or when submitting a Sales Order that would cause a customer to exceed their credit limit, a warning will be displayed.

  • For MYOB customers, an additional option is available under the Settings > Integrations page to leverage MYOB's built-in credit limit values and credit hold status instead of Factory's.


Invoice due dates

Enable invoice due dates for the selected Customer by:

  • Day f the current month

  • Day of the following month

  • Number of day(s) after the invoice date

  • Number of day(s) after the invoice month

๐Ÿ—’๏ธ Note: setting payments terms will result in invoice due dates being automatically calculated and displayed on each Invoice PDF generated for that customer

  • To configure payment terms, check the Enable invoice due dates option under each customer's Settings tab, then configure their terms.

  • Once configured, the next invoice generated for this customer will display a new Invoice due date field.

๐Ÿ—’๏ธ Notes:

  • Payment terms in Factory do not override any payment terms configured in your accounting package

  • The โ€œmonthโ€ field must have a whole number i.e. โ€œ0.5โ€ will be flagged as invalid.


Accounting

Manually configure a Customer Account in Factory to a corresponding Customer in your accounting package.

Select the Customer's name from the dropdown list.

๐Ÿ—’๏ธ Notes:

  • This dropdown list is populated from your accounting package

  • If an Order is placed in Factory a corresponding Order will be placed in your accounting package once the Customer has been linked.


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