Template: Customer
Note: When the ‘Include Data’ checkbox is checked, the template is created with the existing customer data. Otherwise the system creates a blank template to enter new customers.
Column Name | Required | Note |
|---|---|---|
CustomerID | X | This is not editable when editing existing customers. Must be unique when importing new customers. |
CustomerName | X | |
StatementName | ||
CustomerClass | X | |
AttributeClass | (X) | This is required if attribute values are being imported. Attribute values cannot be imported without the Attribute Class property. |
InvoiceDeliveryMethod | ||
Checkbook | X | |
Currency | The value defaults from the Customer Class if not provided. | |
Payment Terms | X | |
DiscountGracePeriod | ||
DueDateGracePeriod | ||
FullItemAccess | ||
UseFavoritesFor | ||
CreditLimitOption | ||
CreditAmount | ||
FinanceChargeOption | ||
TaxClass | ||
TradeDiscountMethod | ||
TradeDiscountAmount | ||
ParentCustomerID | ||
Hold | ||
Inactive | ||
CustomerAttributes | Each customer attribute is displayed as a column. If the customer attribute is a list type, users can import new values, and these are added to the attribute list. Note that the Attribute Class must be provided when importing attribute values. |