Customer Conditions tab: Payment and Reminder Terms, Sales Manager

Customer Conditions tab: Payment and Reminder Terms, Sales Manager

The Conditions tab allows you to define the default payment and reminder terms and the customer's sales representative. To configure customer terms:
  1. If the Customer page is not displayed:
    1. Access the Client page: Menu Addresses , Clients.
    2. Double-click on the relevant client to open it.
  2. The customer page appears. Click on the Terms and Conditions tab. This tab has two sections: Terms and Conditions and Commercial .



    1. Area Conditions :
      1. In the Payment Terms list, select the default payment term to assign to the customer. This will be automatically included in sales documents, but can be modified if necessary.
        To add or edit a condition, click the Manage button (represented by three dots …) to the right of the Payment Conditions dropdown list. For more information, see the article   Create or modify a customer payment condition .
      2. In the Callback Conditions list, select the callback condition to assign by default to the customer. It will be automatically included in sales documents, but can be modified if necessary.
        To add or edit a condition, click the Manage button (represented by three dots …) to the right of the Callback Conditions dropdown list. For more information, see the article  
    2. Commercial Manager Area:
      1. In the Sales Manager list, select the salesperson responsible for the client. This will be automatically included in sales documents, but can be changed if necessary.
        To add or edit a sales manager, click the Manage button (represented by three dots …) to the right of the Sales Manager drop-down list. For more information, see the article Creating a Sales Manager .

  3. Accept the customer's terms and conditions by clicking the OK button. .