Company Options allow you to have more flexibility on what options will be displayed, enabled, and required for your Customers. These options and preferences can be updated at any time.
Note: The required fields you choose in Settings will appear in the Company Details when you create or edit a Company under Sales / Customers / Companies / Company Details. Those fields will have a red asterisk indicating they are required and must be filled in before you can save. Changes to required fields only affect future Customer profiles unless you edit existing profiles. The system requires all currently set required fields before saving.
Navigate to Settings / Sales / Company Options.
The page is organized into sections for required fields and other company-related options. Check or uncheck the options as needed. Changes are saved automatically.
1. Under Required Fields, select which fields must be completed for all future Company records.
Note: When a field is required, it will display with a red asterisk on the Company form and must be filled in before saving.
a. Billing Address - Requires a billing address when entering a new Company. This can save time later and help ensure taxes are accurate.
Note: If Billing Address is required, you will need to enter an address for walk-in Customers as well.
b. Company Email - The email for the company as a whole.
c. Contact Email - The email for the specific Contact associated with the Company.
d. Industry - What the Company specializes in.
e. Origination - How the Customer initially finds your business.
2. Choose whether the form includes an External ID field. This field allows you to assign the Company an identification number (for example, a Company number from your own system).
3. Check Check by default if you want the Require PO checkbox to be selected by default for new Companies.
