| | The Customer record Defaults tab |
| Description | You can enter default values on a customer record so they automatically apply when you post a transaction to that record. Let's do this now. |
| Resolution | Access a customer record- On the navigation bar click Customers, then click New or double-click the required customer record. Read more >
 TIP: To create a new customer record based on an existing one, from the list view select the customer, then click Duplicate. Find out more about the customer record > Customer record Defaults tab| Custom Fields |
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| Analysis1, Analysis2, Analysis3 | Use these custom fields to identify customer types for reporting and analysis. |
| Pricing and Discounting |
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| Discount % | Enter the percentage discount offered to this customer. This is an unconditional discount. | | Additional Discount | Sage 50 Accounts Professional only - Additional discounts can be assigned here. For example, you may want to discount by volume bought or invoice value. | | Price List | Sage 50 Accounts Professional only - If you're using price lists, assign the relevant list here. |
| Miscellaneous Defaults |
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| Default Nominal Code | The nominal code to use as a default for any batch invoices or credits for this customer. | | Use Default Nominal Code for Sales | Select this check box to use the customer's default nominal code for all product invoices and credit notes. | | Default Tax Code | The default tax code to use as a default for any batch invoices or credits for this customer. | | Use Default Tax code for Sales | Select this check box to use the customer's default tax code for all product invoices and credit notes. | | Currency | Foreign Trader only - Choose the correct currency for this customer. | | Department | The default department for this customer, if required. | | Reporting Password | The password to use for secure PDF documents. | | Incoterms | If you use Incoterms for international trading, you can choose the agreed Incoterms for this customer. TIP: The 2010 and 2020 after each option shows the version of Incoterms agreed. The ICC recommends using Incoterms 2020 but parties can agree to use other versions. Read more > |
[BCB:119:Limitless - 50 Accounts - Customers:ECB]
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