Sales and Customers

Sales and Customers

The sales & customers preference has only "Company Preference" choices.  There are not any preferences related to this topic that are "My Preferences."  To change the preference, the user must be logged in using the administrative user name and password.  Any changes will affect the data file for all users.

QBRA-2004: Edit > Preferences > Sales & Customers > Company Preferences

Usual Shipping Method

By default this is the shipping method that will be used.  When necessary, it can be overridden on individual transactional forms.

Default Markup Percentage

This is the amount that will be used to calculate the selling price when the cost is entered on a new item.  By default the amount is set at 0%.

Usual FOB

By default this field is left blank.  If standard free on board terms apply, the entry in this box will appear when invoices are created.

Track reimbursed expenses as income

By default, this option is unchecked.  That means that any entry on the expense tab of a bill, credit card charge, or check will be deducted from the same account when invoiced using the time/cost button.  By checking this box, the income will be coded to a Reimbursed Expense income account on the Profit & Loss report.

Warn about duplicate invoice numbers

It is usually recommended to leave on all warnings.  If an invoice number is used multiple times, by default, the software will provide a warning message.  It is possible to acknowledge, yet ignore the warning.

Use Price Levels

Price Levels were new with version 2001 and then expanded with 2004.  By placing a check mark before this option, the feature is turned on.  As a secondary preference it is also possible to have the software round up the price level to the next whole dollar.

Choose Template for Packing List

This preference was new with version 2004.  There are several templates available to choose from.  In the older versions, it was possible to design a template without the dollar amounts to use as a packing list.  This addition provides a standard template with the changes already made.

Automatically Apply Payments

This check box is marked by default.  This preference controls how payments will be applied when received from customers.  With the preference turned on, if the dollar amount matches an outstanding invoice amount exactly, the payment will be applied to it.  If the dollar amount does not match any outstanding invoice amount exactly, the payment will be applied to the oldest invoice first.  If the preference is not turned on, the payment will not be applied to any of the outstanding invoices, the payment will need to be applied manually by clicking on the invoice line or typing in the appropriate amount to the right of the invoice number.

Sales Orders

This is a premier only feature that was new with version 2003.  If the preference is turned on, there are two additional preferences.  One to turn on the warning for duplicates and the other to control the printing of the zero amount lines.

More information on this topic

Sales and Customers

Preferences