Status
The Account Status popup menu allows one to set the status of a Customer’s account, like ‘Lead’, ‘Active’ or ‘Credit Hold’. Account Statuses can be set up in the Account Status setup panel.
Category
The Category popup menu allows you to select a category for Customers who may receive a particular discount or Pricing Level. Categories can be assigned discounts and Pricing Levels in the Customer Categories setup panel.
Salesperson
You can assign a User to a Customer by selecting the User on the Salesperson popup menu. When someone tries to invoice a Customer that ‘belongs’ to another Salesperson, a dialog will ask whether the Invoice should be set up as a split between the two Users.
A company that has Customers in the education market may create a Category called ‘Education’ that receives an automatic discount or is assigned an ‘Education’ Pricing Level. Products that have special pricing for ‘Education’ Customers will enter their alternate price in the Pricing Levels section of the Options tab of the Product card. Alternate Pricing Levels are named in the Pricing Levels setup panel.(see chapter on Getting Started)
Referred By
Referred By allows you to choose from a user-customized list of referral sources.
Birthday
The Birthday field allows you to record your Customer’s birthday.
Language
LightSpeed can print Quotes, Orders, SROs, Invoices and POs in English, French and Spanish. If a Customer has a language preference for the sales documents they receive, select the language from this popup menu. You can edit any of the language translations on the sales documents in the Field Translations Setup panel.
Currency
If a Customer pays in a particular currency this currency can be selected from the Currency popup menu. When added to a sales document, the currency will be set to the currency set for the Customer.
Tax Code
The Tax Code popup menu allows one to set the Tax Code that should automatically be set when adding this Customer to a sales document. Tax Codes specify which taxes and which rates are charged in a particular jurisdiction or circumstance. Tax Codes are set up in the Taxes Setup panel.
A Customer whose purchases are always shipped to another state where a particular tax must be charged might have their Tax Code set to the Tax Code that will be applied.
Tax Status
If a Customer is entitled to certain tax exemptions, one can apply the corresponding Tax Status. Tax Statuses are set up in the Taxes Setup panel.
If Customers who are registered businesses do not pay a certain state tax, a Tax Status can be set up and applied to automate this exemption for those Customers.
Terms
The Terms popup menu allows one to set the terms of payment for a Customer, like ‘COD’ or ‘Net 30’. Terms can be set up in the Terms Setup panel.
Credit Limit
Enter the Customer’s credit limit here. When their limit is surpassed, the User will receive a warning. There is also a Privilege called Save Invoice with Credit over Limit that will allow you to prohibit an Invoice for a Customer over their credit limit from being saved.
Credit Hold
If the Customer has been put on credit hold, check the Credit Hold checkbox. When this Customer is assigned to a sales document, a warning window will appear which will inform the User the Customer is on credit hold when it is opened. There is also a Privilege called Add Customer with Credit on Hold on Invoices that will allow you to prohibit Customers on credit hold being added to an Invoice.
