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.
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Note: The required fields you choose in Settings will appear in the company details when you create or edit a company (for example, 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.
Using Company Options
To edit Company Options, 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 may be saved automatically, or click Save if a save button is present.
Required Fields
Under Required Fields, select which fields must be completed for all future company records. When a field is required, it will display with a red asterisk on the company form and must be filled in before saving.
1. Origination – How the customer initially finds your business.
2. Industry – What the customer specializes in.
3. Billing Address – Requires a billing address when entering a new customer. 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.
4. Contact Email – The email for the specific contact associated with the company.
5. Company Email – The email for the company as a whole.
External ID (Company Numbering)
When adding a new company, you can 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).
1. Check Yes, I want an External ID field (or the equivalent option) to enable the External ID field on the company form. Note: When enabled, this field is available when creating or managing a company, typically under the Company Details tab when you select a company.
Require PO on Orders – Default
The form for adding or editing a company may include a checkbox such as Require PO on All Orders in WIP status or later. This option applies to purchase orders (POs) for a specific company.
1. Check Check by default if you want the Require PO checkbox to be selected by default for new companies.
Note: When checked, the option will appear under the company's details (for example, under Accounting Details or similar) when you view or edit a company in Sales / Customers / Company / Company Details.