Sales Easy Setup Assistant—Decide on selling details

The selling details you enter here will appear when you create new cards for your customers, however, you can change them for individual customers if you want. The selling details on a customer’s card will be used when entering a sale for them, however, you can also change the selling details for each sale, if you want.

Field Descriptions

Item Price Level

If you have customers to whom you sell an item at a different price, you can set up pricing levels. You can set pricing levels for up to six types of customers.

Select the pricing level that will apply to most of your customers. You can modify the this selection for individual customers later.

Income Account

Select the income account to which most of your sales will be assigned. You can change the income account when you enter a service, professional or miscellaneous sale, if you need to.

Credit Limit

Specify the credit limit you set most often for your customers. If you specify a credit limit, you will a warning will be displayed when you attempt to record a sale that will exceed a customer’s credit limit. As with the other selling details, this amount can be changed for individual customers at any time.

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Related topics

■	Set up sales

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Sales