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59 lines
2.8 KiB
Markdown
59 lines
2.8 KiB
Markdown
# Attributes
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## Default
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The module automatically installs the following default attributes which can be set in the attribute tab in the respective client.
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### General
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| Attribute | Description | Internal default value |
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| --------- | ----------- | ---------------------- |
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| abc_class | Custom client rating | |
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| support_emails | Send email for support ticket changes | yes |
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| support_email_address | Email address for support tickets | Account email |
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| legal_form | Client legal form | |
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### Categories
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Clients can be put in categories for horizontal and vertical grouping. By default the system uses segment->section->client_group as categories as well as client_type. These categories also get used by other modules. Additional groups can be defined but are not used by other modules by default.
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| Attribute | Description | Internal default value |
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| --------- | ----------- | ---------------------- |
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| segment | Level 1 | 1 |
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| section | Level 2 | 1 |
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| client_group | Level 3 | 1 |
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| client_type | **NOT** hierarchically. | 1 |
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| client_area | **NOT** hierarchically. Area a client belongs to. Useful for grouping customers based on location or sales rep. | |
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| Level | > | > | > | > | > | > | Sample |
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| :---: | :-----------------: | :-: | :-----------------: | :-: | :-----------------: | :-----------------: | :----------------: |
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| 1 | > | > | > | > | Segment 1 | > | Segment 2 |
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| 2 | > | > | Section 1.1 | > | Section 1.2 | > | Section 2.1 |
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| 3 | Client Group 1.1.1 | > | Client Group 1.1.2 | > | Client Group 1.2.1 | Client Group 2.1.1 | Client Group 2.1.2 |
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> You could consider the client (number) itself `Level 4`.
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### Billing
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| Attribute | Description | Internal default value |
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| --------- | ----------- | ---------------------- |
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| bill_emails | Should bills get emailed to the customer | yes |
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| bill_email_address | Email address used for sending bill via email | account email |
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| bill_language | Language of the bill | Account language -> default bill language |
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| bill_currency | Currency of the bill. Coming soon. | |
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### Purchase & Stock
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| Attribute | Description | Internal default value |
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| --------- | ----------- | ---------------------- |
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| minimum_order | Minimum order amount required from customer | |
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### Accounting
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| Attribute | Description | Internal default value |
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| --------- | ----------- | ---------------------- |
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| sales_tax_code | Tax code for sales | |
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| vat_id | VAT id for european customers | |
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| tax_id | Tax id for local tax id | |
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| line_of_credit | Maximum amount allowed to be purchased taking unpaid invoices into account | |
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| credit_rating | Credit rating | | |