--- title: "Customer Settings" canonical: "https://kb.myframeworks.com.au/space/FRAM/28378830/Customer%20Settings" format: markdown --- # Overview The** Customer Settings **section within the **Customer Dashboard** provides customers settings based on those setups within [Customer Maintenance](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance). ![image-20240916-001455.png](media://c8bb99eb-defd-4222-8d65-9c4399fc5c12) # Customer Settings Tabs 1. **Accounting** 2. **Settings** 3. **Informational**
Refer to the details below for further information about each tab: **Accounting** Displays information regarding the general accounting settings for the selected customer. The following link provides you with a screenshot and a description of the information. ![image-20240916-001718.png](media://01024a7a-372d-4336-8582-4dd9d0dbf2b0) #### **Accounting** **Fields** - **Account Type**: Displays the customer's account type.  **Valid Account Types** - **A**: Standard Debtor - **C**: Cash Card Holder - **D**: COD Account - **F**: Interest Free - **H**: Hire Purchase - **I**: Insurance Claim - **L**: Goods on Loan - **M**: Miscellaneous - **R**: Debt Reduction - **S**: Shareholder > ⚠️ Creation and maintenance of Account types are managed by [Sterland Computing](https://kb.myframeworks.com.au/page/support). > ⚠️ > ⚠️ **For existing ProStix customers**, you are able to restrict access to any of these account types by preventing those users without authority from accessing such Customers. For further information on Account types, refer to [Receivables Tables](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720278782). > ⚠️ > ⚠️ **For Frameworks only customers**, please contact [Sterland Computing](https://kb.myframeworks.com.au/page/support) to restrict access to any of these account types to prevent those users without authority from accessing such Customers. - **Statement Type**: Displays the Statement style the Customer requires. There are two possible styles: - [Balance Forward](https://kb.myframeworks.com.au/space/FRAM/10616833/Receivables+Terminology) style - [Open Item](https://kb.myframeworks.com.au/space/FRAM/10616833/Receivables+Terminology) style - **Charge Acct Fee**: Enabled if the customer is charged a $ account keeping fee. > ⚠️ **For existing ProStix customers**, the **Charge Acct Fee** is applied by the **Administration Fees** program on the [Month End processing](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720285856) menu. You are able to apply administration fees before you print statements at month end. For further information, refer to [Month End Processing](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720285856) in the [Accounts Receivable User Guide](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720274886). > ⚠️ > ⚠️ **For Frameworks only customers**, please contact [Sterland Computing](https://kb.myframeworks.com.au/page/support) to apply administration fees before you print statements at month end. - **Charge Accom Fee**: Enabled if an accommodation charge is to be added to each invoice for this customer. The **Charge Accom Fee** applied is setup within the [Accommodation Charge](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance#Flags) field within the [Flags](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance#Flags) tab of [Customer Maintenance](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance#Flags). - **Charge GST**: Enabled if GST is charged for this customer. - **Charge Interest**: Enabled if the customer is charged with interest on overdue amounts each month. The Charge Interest fee applied is setup within the [Interest Charge](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance#Credit-Data) (check box), [Interest Rate%](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance#Credit-Data) and [Interest Days](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance#Credit-Data) fields within the [Credit Data](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance#Credit-Data) tab of [Customer Maintenance](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance). > ⚠️ **For existing ProStix customers**, the **Charge Interest **fee is applied by the **Administration Fees** program on the [Month End processing](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720285856) menu. You are able to apply interest fees before you print statements at month end. For further information, refer to [Month End Processing](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720285856) in the [Accounts Receivable User Guide](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720274886). > ⚠️ > ⚠️ **For Frameworks only customers**, please contact [Sterland Computing](https://kb.myframeworks.com.au/page/support) to apply interest fees before you print statements at month end. - **Starting Age**: Displays the interest free days applied before the interest is charged. - **Internal Account**: Enabled if this is an internal purchase account. - **Internal Control**: Displays the G/L Account for Internal Control. > ⚠️ This option is part of the **Managed Services** offered by Sterland Computing. Please contact [Sterland Support](https://kb.myframeworks.com.au/page/support) for any additional information - **Settlement Disc**: Enabled if this customer attracts settlement discount for early payment. If the **Provisional Disc** field has been enabled, the **Settlement Disc** cannot be enabled. - **Provisional Disc: **Enabled if provisional discount has been calculated for this customer. If the **Settlement Disc** field has been enabled, the **Provisional Disc** cannot be enabled. The difference between the **Settlement Disc **field and the **Provisional Disc **field** **is that if a customer does not take advantage of the **Provisional Discount** amount, the amount is still recorded in a separate G/L account. > ⚠️ **For existing ProStix customers**, Provisional Discount is an option specifically developed for our customer, Swan Plumbing. This development requires specific customised stationery. Please consult with [Sterland Support](https://kb.myframeworks.com.au/page/support) before activating this option. Refer to [Settlement Discount](https://kb.myframeworks.com.au/space/FRAM/580846546/Settlement+Discount) in the [Accounts Receivable Training Manual](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720274991) for further information. - **Export Customer**: Enabled if this customer's transactions are primarily exports. Sales to export customers are exempt from GST. - **Master Account: **Displays the customer number for the store. For example, the head office customer number to which this customer's monthly statements are to be forwarded as some larger businesses prefer their monthly statements to go to one location. --- #### **Settings ** Displays additional customer settings. Refer to Customer Maintenance - Accounts Receivable to maintain these settings. The following link provides you with a screenshot and a description of the information. ![image-20240916-002818.png](media://ac6b0301-8c6d-4d7f-ab35-21d454aae16c) #### **Settings** **Fields** - **Order No Reqd: **Enabled if Purchase Order numbers are printed on the customers invoices. - **Branch Transfer: **Enabled if this is an internal Customer / another branch and stock is transferred internally between branches. - **Print Statement: **Enabled if a printed monthly statement is required for this Customer. - **[Casual Account](https://kb.myframeworks.com.au/space/FRAM/10616833/Receivables+Terminology)****: **Enabled to indicate the Customer account is a casual account and not a permanent account. A casual account is setup to allow customers such as owner /builders to have a temporary account while building. Casual accounts are automatically deleted once the account has a zero balance and there has been no activity on the account for a specified number of days from the last month end. > ⚠️ **For new Frameworks only customers** (excluding existing customers and ProStix VF customers),** System flags** are managed by Sterland. The information contained herein about System Flags is for Sterland internal purposes only. If you have any system flag requests, please contact [Sterland Support](https://kb.myframeworks.com.au/page/support). - **Inv. With Goods: **Enabled if an invoice is printed for the Customer when goods are released. - **Charge Delivery: **Enabled if this customer is automatically charged a delivery fee. If left disabled, the delivery fee in [Point Of Sale](https://kb.myframeworks.com.au/space/FRAM/556499337/Point+of+Sale) and [Sales Orders](https://kb.myframeworks.com.au/space/FRAM/556140088/Sales+Orders) defaults to zero however may be overridden if required. If overridden, you will receive the following warning message: - **Hide Price POS: **Enabled if prices are hidden on [Point Of Sale](https://kb.myframeworks.com.au/space/FRAM/556499337/Point+of+Sale) dockets for this customer. - **Invoice Type: **Displays the format in which this specific customers invoices are to print. Displays either **d** (print full order details), **s** (print a summary of the sections contained on the order) or **j** (print a job summary only). - **Invoice Frequency: **Displays either **d** (for daily), **w** (for weekly) or **m** (for monthly). - **Nuvu Output Pref**: Displays the customer's preferred method of receiving documents such as Invoices & Statements. Displays either **e** (email the documents to the customer), **f** (fax the documents to the customer), **p** or **blank** (print the documents to the selected printer). > ⚠️ Note: This field is only utilised if the NuVu Blast Option is selected from the list of Printing Options. --- **Informational ** Displays general customer information. The following link provides you with a screenshot and a description of the information. ![image-20240916-003356.png](media://36839be8-ecef-48c0-82f2-6f8e4ec7c96d) #### **Informational Fields** - **Home Branch**: Displays Customers' Home Branch ID. - **[Customer Group](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28377252/Receivables+Terminology#Customer-Groups)****: **Displays the Customer Group number for this customer. Refer to [Customer Groups](https://kb.myframeworks.com.au/space/FRAM/596082890/Customer+Groups) to create and/or maintain them. - **Sales Rep No.**: Displays the Sales Rep No. for the Sales Rep who is assigned to this customer. Sales Rep numbers are assigned to a customer via the [Sales Rep No](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance#More-Data) field within the **More Data** tab in [Customer Maintenance - Accounts Receivable](https://kb.myframeworks.com.au/space/FRAM/13074455/Customer+Maintenance) > ℹ️ This option is part of the **Managed Services** offered by Sterland Computing. Please contact [Sterland Support](https://kb.myframeworks.com.au/page/support) for any additional information > ⚠️ This option is part of the **Managed Services** offered by Sterland Computing. Please contact [Sterland Support](https://kb.myframeworks.com.au/page/support) for any additional information - **Account Supervisor**: Displays the optional nominated person defined as the default account supervisor for this customer. - **Aust Company No**: Displays the customer's nine-digit number [Australian Company Number (ACN)](https://asic.gov.au/for-business/registering-a-company/steps-to-register-a-company/australian-company-numbers/) which must be shown on a range of documents. - **Aust Business No**: Displays the customer's registered eleven-digit [Australian Business number (ABN)](https://asic.gov.au/for-business/registering-a-company/steps-to-register-a-company/australian-company-numbers/#ABN) which identifies a business to the government and community. - **Global Location No: **Displays the [Global Location Number](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720293396) assigned to this customer. This is then used in any electronic trading document sent to this customer. - **No House Starts**: Displays the number of houses a builder builds per year. This then gets used when exported to BI (Business Intelligence) to calculate the Whole Of House segment sales analysis. - **[Territory](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28377252/Receivables+Terminology#(Sales)-Territory)**: Displays the Sales Territory to which this customer belongs. > ℹ️ This option is part of the **Managed Services** offered by Sterland Computing. Please contact [Sterland Support](https://kb.myframeworks.com.au/page/support) for any additional information > ⚠️ **For existing ProStix customers**, Sales territory codes are created and assigned a number in ProStix. Refer to [Define Territories](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720279609) in the [System Administration User Guide](https://sterkb.atlassian.net/wiki/spaces/prostix/pages/720274851) for further information. - **Trade License No**: Displays the [Tradesman's Licence Number](http://www.service.nsw.gov.au/transaction/check-builder-or-tradespersons-licence). No validation is performed on this field. - **External Promotions**: Enabled if this customer participates in external promotions. This information is used to keep track of customers who like to participate in any Trade show type of promotions that you might run. For example, to identify customers in a mail merge to enable you to invite them to participate as a presenter in an upcoming promotion. This may include a cark park sale where this customer might demonstrate how to build an outside deck or build a fence. ---