Overview
Settings include:
📍Where to find it in the app:
Sales>Customers> select a Customer >Settingsor use Global Search > search for a customer >
Settings
Pricing
Assign a Flashing Price Level (if enabled) and a Product Price Level to the selected customer.
📝Note: by default, no price level is assigned to a customer. When products are added to an order, all available price levels will be displayed for selection.
How to assign a flashing price level for a customer
Select the dropdown arrow under Flashing Price Level
Choose the relevant price level for the customer
Click anywhere on the white background to automatically save.
📝Notes:
The rates applied to a price level can be overridden on an individual order if required
Flashing price levels are created or managed via:
Products>Flashings> select an existing Flashing orAdd New
How to assign a product price level for a customer
Select the dropdown arrow under Product Price Level
Choose the relevant price level for the customer
Click anywhere on the white background to automatically save.
📝Notes:
Once a specific price level is assigned to the customer, only that price rate will populate when adding products using the Start typing to add product function
Product price levels are created via
Sales>Price Level Manager>add price level.
Sales and Invoicing
Configure customer-specific settings to Default new orders to tax free, Place customers on Credit Hold, Enable credit limit and Enable invoice due date.
Default new orders to tax free
Automatically mark new sales orders for this customer as tax-free.
Place customers on Credit Hold
Prevent new sales orders from being created for the customer by placing them on credit hold.
📝Note:
For MYOB users: An integration setting is available under Settings > Integrations to use MYOB's credit hold instead of Factory’s
A warning will appear when attempting to create a new order if the customer is on hold.
Enable credit limit
Assign a credit limit to manage how much a customer can order on account.
📝Notes:
Credit limits are based on the total value of unarchived sales orders that are not in Draft status
For MYOB users: An integration setting is available under Settings > Integrations to use MYOB's credit limits instead of Factory’s
If a new order exceeds the limit, a warning will be displayed.
Enable invoice due date
Enable invoice due dates for a customer to automatically apply payment terms to their invoices.
Due dates can be set based on:
A specific day of the current month
A specific day of the following month
A number of days after the invoice date
A number of days after the invoice month.
📝Notes: once enabled, payment terms will automatically calculate and display the Invoice Due Date on each invoice PDF generated for the customer.
How to set invoice due date for a customer
Navigate to the customer's Settings tab
Tick Enable invoice due dates
Set the required payment terms
📝Notes:
The Invoice Due Date field will appear on the next invoice generated for that customer
Payment terms set in Factory do not override terms configured in the connected accounting package.
Accounting
Link a customer in Factory to the corresponding customer record in the connected accounting package.
📝Note: if Create customer in accounting packageis ticked when the customer is added or imported the customer via Settings > Integrations > Import Customers, the accounting customer will be linked automatically.
How to link a customer to the accounting package (MYOB, QBO, or Xero)
Select the dropdown arrow under (Accounting package) Customer
Choose the correct customer from the list
Click anywhere on the white background to automatically save.
If the customer is not listed in the dropdown:
Select
Update accounting dataviaSettings>IntegrationsIf still not visible, the customer may be archived, deleted, or not yet added in the accounting system.
📝Notes:
The dropdown list is populated from the connected accounting package
Once linked, any order created in Factory will automatically generate a corresponding order in the accounting package