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Customers – List View

Module: Management
Screen Type: List View
URL: /^management/pos-customer-list/
Model: Customer
Record Name: Customer
Plural Name: Customers

What This Screen Is For

TODO: Explain what this screen does in plain language.

What You See on This Screen

📸 Add a screenshot of this screen.

Fields on This Screen

Field Type Description
Last Modified At Date & time TODO
Last Modified By Relationship (single) (optional) TODO
Customer # Text (optional) A customer's unique ID number. Leave this field blank for the system to generate one automatically.
First Name Text TODO
Last Name Text TODO
Company Text (optional) TODO
Display As Company Yes/No TODO
Address Line 1 Text TODO
Address Line 2 Text TODO
City Text TODO
State Text TODO
Zip Text TODO
Phone Text TODO
Fax Text TODO
Email Text TODO
Auto Invoice Email Yes/No If enabled, the system will attempt to automatically email receipts to this customer at their specified email address
Statement Email Yes/No If enabled, the system will attempt to email statements to this customer at their specified email address
Salesperson Relationship (single) (optional) TODO
Class Relationship (single) TODO
Freight Zone Relationship (single) (optional) TODO
Freight Option Text (choice) (optional) TODO
Discount Schedule Relationship (single) (optional) TODO
Tax Code Relationship (single) TODO
Ignore Restrictions Yes/No If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations.
Creditlimit Currency Text (choice) TODO
Credit Limit Number (decimal) TODO
Credit Hold Yes/No If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases.
Receivable Account Relationship (single) TODO
Accountbalance Currency Text (choice) TODO
Account Balance Number (decimal) TODO
Written Off Yes/No If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing.
Payment Terms Relationship (single) TODO
Account Number Text (optional) An optional field that allows storage of a legacy customer account number or other identifying account information
Allow Cash Discount Yes/No If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts.
Free On Board Text (choice) (optional) TODO
Laborrate Currency Text (choice) (optional) TODO
Labor Rate Number (decimal) (optional) Sets the default labor rate for the service customer in the service module
Display Name Text (optional) TODO
Preferred Tender Text (choice) The customer will have this payment method selected by default when making a sale.
Detailed Statements Yes/No If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements.
Payment Gateway Id Text Stores the unique customer ID from the payment gateway

System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

Field Type Description
Id Auto number (ID) TODO
Created At Date & time TODO
Created By Relationship (single) (optional) TODO
Custom Fields Extra Fields JSONField TODO
Deleted At Date & time (optional) TODO

Common Tasks

  • TODO

Tips & Helpful Hints

💡 TODO

Who Uses This Screen

  • TODO

Advanced Notes

TODO

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