Customer

These settings control customer records and sale transactions. Path: Settings > Preference > Customer.

Customer

1. Active Project – track projects under a customer (Customer:Project).
2. Auto-fill memo from Project Name – fill the memo automatically from the project name. Set it separately for Purchase and Invoice. Choose Include parent Customer name (Customer:Project) to show the customer and project in the memo, or Project name only to show only the project name.
3. Auto Generate Customer Code – LocalizeBook creates the customer code for you when you add a customer.

Transaction

1. Use Previous Price for the Next Order – fill in the price from the customer's last order.
2. Active Price Level – use price levels for different customer groups.
3. Active Grade – use customer grades.
4. Active Quotation – use Quotations.
5. Active Sale Order – use Sale Orders. When on, choose the Default Sale Order Status for new orders, for example Issue.
6. Active Sale Delivery – use Sale Delivery (goods delivery note).
7. Active Summary of Invoice Items from Sale Delivery – summarize the items from Sale Delivery when you create the invoice.
8. Active Sale Receipt – use Sale Receipts.
9. Active Discount on Invoice and Active Discount on Collection – allow discounts on invoices and on collections.
10. Invoice Type – choose which invoice types you use: Standard Invoice, Tax Invoice, and Commercial Invoice.

Tax

1. Active Tax Sales – use tax on sales.
2. Active State Charge – use state charge on sales.