After creating a customer in the Actor library, you can access Customer setup by clicking the "Customer setup" menu item under the specific customer.
Customer setup makes it possible to override choices from the customer category on the individual customer. The values can be overridden per org. unit.
Customer category:
Specifies what type of customer it is, such as a private customer, a business customer, or a self-created customer category.
Payment term:
Defines the customer's payment terms, e.g. how many days the customer has to pay an invoice.
Support EAN invoicing:
Specifies whether the customer can receive invoices via the EAN system.
Support sending by email:
Determines whether invoices and other communication can be sent to the customer via email.
Support email invoicing:
Specifies whether invoices specifically can be sent via email.
Support printing of invoice:
Indicates whether invoices can be printed for this customer.
Use cost price:
Defines whether the customer's prices should be calculated based on the cost price of goods or services.
Suppress reminder:
Specifies whether the customer should receive reminders for unpaid invoices.
Default org. unit:
Identifies which organizational unit the customer belongs to, e.g. a specific department or location.
Credit limit:
Specifies whether the customer has a fixed credit limit, or whether the limit can be exceeded.
Is customer reference required:
Determines whether a customer reference must be filled in to complete transactions.
Contact person required:
Specifies whether it is necessary to add a contact person for this customer.
Is requisitioner required:
Defines whether a requisitioner must be specified on orders.
Currency:
Specifies which currency is to be used for the customer's transactions.
Default sales price type:
Here you can add specific sales price types, such as campaign prices or "Black Friday" prices, that can be linked to the customer.
Reminder run fee account:
Specifies which account is to be used to handle fees for reminders.
Want to know more?
Read more in these related articles:
Vendor setup
This article explains how to access and change the vendor setup for a specific vendor
Customers
How to use the customer register in Sapera – customer list with columns, filters and bulk actions, create and edit customer cards for private and company customers, all tabs on existing customers, the Customer setup dialog and merging customers.
