Customer Detail Requirements And Limits

This FAQ will go over the Requirements/Limits section in the Customer Detail tab.

Inactive

Information on the “Inactive” setting can be found here: Inactive Customers and Vendors

PO Required

This setting requires the “Cust. PO Number” field to be filled out on quotes, orders, and invoices. The field will turn red if the data has not been entered yet.

Ship ID Required

This setting forces a customer saved Ship ID to be selected on transactions for the customer.

More information on Ship IDs can be found here: Ship To

Customers PO Total Required

Information on the “Customer’s PO Total Required” field can be found here: Customer PO Total Required

Contact ID

Information on the “Contact ID” dropdown can be found here: Customer Contacts