Module Options:Customer

From Fishbowl
Jump to navigation Jump to search


Some aspects of the Icon.Customer.png Customer module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Customer module options.png
  • Add custom fields to SO
If this option is enabled, custom fields with the same name and type will transfer from the customer to the sales order. For example, if a customer has a custom field that stores priority and there is a matching custom field for sales orders, the data in the custom field will transfer when creating a new order for the customer.
  • Issue Sales Orders
To prevent a sales order from being issued before a payment has been received, select Paid in Full or Partially Paid. A customer's default issue status can also be set on the Details tab. If the Issue button is clicked before payment has been received, a warning will be displayed with the option for a manager override. To override, a user must have the Customer-Override Hold access right.
Issue override.png