Customer’s profile options

You can configure several options per customer.

Here’s a list of preset option you can define. You need to click Options in the upper menu to open the options.

1. Define the matrix structure you want to apply for the commissions
2. Define the default currency
3. Define the default tax charged
4. Define the terms
5. TBC
6. Define the instalment Sale if different than the default
7. Here you can define brackets of sales in order to set the percentage of deposit required (step 8)
8. Define the percentage required per bracket set at step 7 and you can lock this parameter for the salesperson (as needed)
9. Define the discount ladder if different than the default
10. Define the percentage charged for the transport if different than the default