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.
🗒️ 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).
🗒️ Notes:
Whichever selection is made, it’s applied to the Customer
The rates applied to a Price Level can be overridden on an Order, if required.
Sales and Invoicing
Enable credit hold and limits, and invoice due dates.
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
🗒️ 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.
🗒️ Notes:
Payment terms in Factory do not override any payment terms configured in your accounting package
The “month” field must have a whole number i.e. “0.5” 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.
🗒️ 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.