Default Settings when Adding a Customer

Default Settings when Adding a Customer

When adding a new customer, the default customer settings are used to prefill some information in the customers profile

Account or Non Account Customer

  1. From the Main Screen of Retailer, click Setup -> System -> Customers
  2. In the When Adding New Customers section, Choose between:
    1. Allow Account / Non-Account Customers - Defaults to Account Customer. Allows switching between Account and Non-Account customer
    2. Add them as Account Customers - Defaults to Account Customer. Customer Screen locked to Account Customer when adding.
    3. Add them as Non-Account Customers - Defaults to Non-Account Customer. Customer Screen locked to Non-Account Customer when adding.
  3. Click Save

Account Customer Aging Type

  1. From the Main Screen of Retailer, click Setup -> System -> Customers
  2. Below the When Adding New Customers section, Choose a default Aging Type for new Account Customers
    3. NOTE: This setting only applies to Account Customers. See Understanding Account Customers and Customer accounts and statements - How it works
  3. Click Save.

Allow SMS

This setting enables SMS messages to be sent to a Customer. See Automatically / Manually Sending SMS Alerts
  1. From the Main Screen of Retailer, click Setup -> System -> Customers
  2. Tick or Untick 'Always Tick SMS when adding a customer'
  3. Click Save

Address Details

A default Country, State, Suburb, Postcode can be set to prefill these details when adding a Customer.
  1. From the Main Screen of Retailer, click Setup -> System -> General
  2. Set the Default Country, Default State, Default Suburb and Default Postcode as required.
    3. NOTE: Leave the option blank to stop prefilling when adding a Customer
  3. Click Save

Checking for Duplicate Email / Mobile Numbers

By default, when adding a new customer Retailer will prevent you from using the same email or mobile number as an existing customer. To turn this feature off and allow duplicate emails/mobiles:
  1. From the Main Screen of Retailer, click Setup -> System -> Customers
  2. Tick 'Allow Duplicate Email' or 'Allow Duplicate Mobile' as required.
  3. Click 'Save'.


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