Company Preferences: Customers
Preference Instructions | Customer Overview
Basic
Customer preferences allow you to specify if you want to share customer information with your QuickBooks Desktop financial software and if you want to require that a customer be recorded on all sales. Recording customers on sales allows you to offer customer-specific discounts, use charge accounts, and to build customer sales history. It is not necessary to require that a customer be recorded to use these features.
Note: You must have customer tracking enabled in your general preferences for the following customer-specific preferences to be applicable.
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Preference |
Function |
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Use with QuickBooks Desktop |
Choose Yes if you want information for all new customers to be shared with QuickBooks Desktop by default. You can still change this setting for individual customers on their record. |
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Customer tracking options |
R Require a customer entry on receipts. If selected, a receipt cannot be saved until a customer is entered. Note that this option is not required to list a customer on a sale. |
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E-mail Marketing |
If you have an account with the POS e-mail marketing partner, enter your login name and password here. Targeted customer lists you create in Point of Sale can then be sent automatically to the partner. Learn more. |
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Customer Type |
Create categories of customer types for your business. Customer types can then be assigned in the customer record and used for filtering the customer list and reports. |