Field

Description

Account Name

Name of the account, usually the business 

Contact

Primary contact for the account

Email 

Email address for the business 

Email Contact

Used to designate to whom the email belongs

Email Function

Used to designate the function of the person receiving the email, such as AR

Account Class

Main account designation, used for tracking purposes. See Account Class Codes.

Sub-Class

Sub account designation, used for tracking purposes

Source

Where customer heard about your business. See Account Source Maintenance.

Sales Rep

Primary sales rep for this account

Field

Description

Mailing List

Should this customer be included on mailing lists? Used with Group Mailing Labels.

Tax Status

Tax Status:

• T = Taxable

• R = Resale

• E = Exempt

• O = Out of State 

Exempt/Resale ID#

Exempt or resale ID number for this customer

Tax Zone

Designated tax zone for the customer, which should be the tax zone of your shop or business

Parts Price

Price level to use for parts

Parts Price Discount

Additional discount to apply to specified parts price level. Negative discounts are supported.

Labor Price

Price level to use for labor

Labor Price Discount

Additional discount to apply to specified labor price level. Negative discounts are supported.

Terms

Default terms for this customer

Credit Limit

Maximum credit limit. If the creation of an invoices would put a customer over their maximum credit limit, you will be blocked from creating the invoice.

Credit Hold

Yes/No for credit hold. When a customer is placed on credit hold, you are able to generate sales orders but you are unable to turn them into invoices.

Finance Charges

Should finance charges be assessed against this account?

Commercial Delivery

Is this address specified for the customer a commercial or residential address?

Allow Back Orders

Should back orders be turned on for this account?

Bill UPS Account

Should the customer's UPS account be billed for shipping?

Shipper Number

Customer's UPS shipper number