Customer Setup - Ordering overview

Customer > Setup > Customer

Use this page to specify ordering information for a customer.

A customer’s ordering information directly relates to Sales Order Entry. When you specify the customer number in Sales Order Entry, the Customer Setup-Ordering record is accessed by the system to obtain the information needed for the order. This information affects the entire sales order.

The pricing information from this view is used by the system when you enter lines in Sales Order Entry. This information is applied to each line and does not affect the entire order.

Before you enter information on this view, set up the these functions:

  • SA Order Entry Addon Setup
  • SA Table Code Value Setup
    • Ship Via
    • Customer Price Type
  • Product Warehouse Description Setup
  • Sales Sales Rep Setup

Manufacturer customers

If you have arranged to represent a manufacturer vendor as a distributor to promote a product, product line, or as a territory rep, but the manufacturer places the orders and ships the product directly to your customers, you can set up the manufacturer vendor as a customer in Customer Setup. This creates a customer record that serves as a billing customer only, much like a floorplan customer. This enables you to record any commission paid to your company for orders created and shipped to your customers.

Complete the fields in the Manufacturer Sales section to indicate the customer is a manufacturer vendor and to identify how commissions are to be paid and the GL accounts to be updated for commission payments. The manufacturer vendor must be set up in Vendor Setup and the Vendor # specified in this section.

You can set up a manufacturer customer with an Invoice To customer if commission payments are received from a corporate billing account. The customer specified in the Invoice To field must be set up as a finance company.

Because there is no tax liability on Manufacturer Rep sales orders where the product is filled and shipped by the manufacturer vendor, this customer must be non-taxable. Select Non Taxable in the Taxable Type field on the Taxing view.

A manufacturer customer must also have these settings defined as noted:

  • Order Disposition must be blank.
  • Require Freight In and Require Freight Out must not be selected.

During Sales Order Entry, the Taxes & Totals, Addon, and Collect Payment views are not accessible for Manufacturer Rep sales orders.

The Manufacturer Sales section on the Ordering view is displayed only if Use Manufacturer Sales Rep Orders is selected in SA Administrator Options-Documents-Sales Orders-Entry Settings.