The General tab contains fields for the entry of the customer’s Name, Shipping Address, Customer Number, A/R Code (to allow cross-referencing of the Customer with the corresponding record in an external Accounts Receivables application), and the client’s E-Mail Address.
The General tab also contains a button to define the Customer’s Markup (pricing options). Markup allows you to set a default pricing option for each customer; however, they can be overridden:
Line item pricing is initially determined by the pricing option assigned to each customer.
The Markup Scheme originally assigned to a customer is overridden by the Scheme that has been set up in Sales Order templates used to create Shipper forms.
Pricing can be reset on each line item to override the default on both Sales Order and Shipper forms. For more information on Markup, click the link below.
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