| Contract Discount |
Enter default contract discount for the subject. You can enter it as percentage value. |
| Maximum Discount |
Enter maximum discount when issuing POS invoice for customer. Entering discount amount which exceeds the one entered here returns an error Maximum allowed discount is X %!.
The value "-1" is entered in the field by default. It means that discount will not be applied.
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| Currency |
Set currency used in invoices issued to customer. The currency used in customer's resident country is offered by default. That is, the currency is used in creating customer documents. Of course, you can change it at will. |
| Pay. Method |
Select type of payment. |
| Deliver Via |
Select ID of delivery terms. |
| Terms |
Set ID of terms valid for customer. |
| Place |
Set delivery location for customer. |
| Margin |
Default Margin for this Customer |
| Subject Type |
Optionally, select subject type in Subject Types. It serves as a template for the Subjects register, by setting the general settings, for example the currency, number of days for payment and similar for selected subjects. If a common characteristic for an individual type of subjects is changed subsequently (e.g. number of days for payment), you can change it in the Subjects register by using the Copy function. |
| Payer |
Set default payer. It can be used when entering the ID for some receiving location (e.g. CUSTOMER - WAREHOUSE1). Specify ID of subject being charged for the delivery to the location. It appears as the main subject in the document (e.g. Customer and Co.). The recipient is filled in the box for entering a second subject when entering orders or invoices. Payer is automatically filled in the first name field.
Days to pay and clerk are filled with ID of second subject in invoice issued. |
| Item list |
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| Interval |
Double-click the field to open Recurring Invoicing Intervals. Here set interval which will be used as criteria in creating collective invoices. |
| Person Responsible |
Here you can enter the person responsible and according to the settings the program will offer the person you selected as the person responsible on the documents (header). |
| Consignee |
Here you can enter the consignee and the program will offer the person you selected as the 3rd person on the documents (header). |
| Deafult Order Validity |
If in the field is defined some number, than for this subject this number of days is set on Sales Orders as tumber of validity days. The field can be filled with numbers, max 3 signs.
If the field has default value -1, then the Order validity is set from Administration panel / Orders - Order validity defined. |
| Del. Priority |
Here you can set priortydelivery priorty for a customer, which it will be automatically transfered to order as it is set in Terms of sale |
| Days for del. |
here you can specify how many days are neede to deliver order to customer. it is transfered automatically to order when customer is selected as it is set in Terms of sale |
| Sell To |
Select type of sales which will be used by default when creating a new issued invoice and sales order. Select the appropriate option to ensure validity of VAT records. You can select among the following:
- VAT registered - Sales to domestic taxable persons, identified for VAT (default selection).
- Export - Export of goods into third countries, which belongs into the VAT invoices issued.
- Export - EU - Export of goods to EU Member States which belongs to the VAT invoices issued for deliveries to the EU if the subject has been registered for VAT purposes in one of the EU Member States (see General Subject Information).
- End Customer – Sales to domestic and foreign non-VAT-registered persons.
On changing the sales mode it checks whether VAT ID is correct (see 4688 Purchase/Sale type has been changed! Do you want to change tax number prefix also?).
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| Price Calculation |
Select how the discount should be shown in sales orders and documents of issue:
- Contract Discount is Shown Separately - Gross price and percentage of discount are shown separately (default choice).
- Discount Shown Separately - If selected, sale price (first price range from the Items register) will be selected always for price in line, while the difference from the actual purchase price is shown as item discount. Here it is not recommended to change discount for item! This calculation is only suitable for sales and sales orders because sale price is the basis for discount calculation.
- Discount Included in Price - Only net sale price, already deducted for discount, is shown in the document.
For a more detailed treatment see price determination hierarchy!
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(added in version 1002700)
The option is the same as defined in the Administration panel / Company / Terms of Sale / Price calculation.
The default value of this field is the same as defined in the Administration panel, but it can be changed here for the specific Subject.
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| Pricing Level |
It is the default pricing level for customer from which sale prices will be calculated in orders and invoices. You can rename them in Pricing Level Names fields in the Items panel in Administration Panel | Program Parameters | Items | General. Select one of the following:
- Sale price (set by default)
- Wholes. price 1
- Wholes. price 2
In case switch "Use retail price for POS" is set ON then the pricing levels set here will not be considered on POSX documents. In this case Sale price will be set.
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