Sales settings

Here you’ll find the settings for customer signage. Signage intimately linked to sales.

Customer identification #

Here we define the rules for building a unique identification for a customer.

• Inactive numbering: you will be asked for a short identification in uppercase. The list of illegal characters allows you to prevent certain characters in this identification.

• You can activate customer dialing with a mandatory prefix. As the field is alphanumeric, you will be asked to enter a number of digits to enable numeric sorting in line with an alphanumeric field. We recommend “CUST” as the prefix, and a minimum of 6 digits to ensure you have enough numbers in reserve. Adding a digit after the fact is a costly and time-consuming technical operation.

Initial values #

Set initial values for new customers. These can be modified later.

Sales string #

• Sales catalog: Define the sales catalog to be taken into account by default when searching for a sales price, if not defined in the sales logs (or in the customer, a rare or unusual case).

• Sales conditions: Define the sales conditions to be taken into account by default when searching for a sales price, if not defined in the sales logs (or in the customer).

• Document rounding calculation mode : Document totals may vary according to the method used. Here are the suggested methods. These can be changed in documents on a case-by-case basis:

  • Rounding by VAT rate,
  • Rounding by line (in total line value),
  • Rounding by unit price after discount (with an extra decimal place),
  • 2+1 method.

• Customer base discount in header

If you have extremely simple management of your customer discounts. By activating this setting, the discount will be applied to all your prices, as it is calculated at document total level.

If not activated, if defined in the customer master record, a customer discount will be applied to each line when the line is initialized. If other discounts are applied to an item, these will overwrite the default discount.

• Extra-customer discount in header.

If you have extremely simple management of your customer discounts. By activating this, the extra discount will be applied to all your prices, as it is calculated at document total level.

If not active, if defined in the customer master record, a customer discount will be applied to each line when the line is initialized. If other discounts are applied to an item, these will overwrite the default discount.

Email to customers #

In Silicon ioi, you have two options for sending an email to a customer’s signage:

• Either by using the built-in e-mail system (in the user’s name)
• or by asking an external system (the Internet browser) to process the e-mail.

The latter mode does not keep track of the e-mail sent. The checkbox is used to prevent access to this facility. This is a simple block to avoid bad habits, but nothing will prevent a user from sending an e-mail by any other means.