Attributes
Default
The module automatically installs the following default attributes which can be set in the attribute tab in the respective client.
General
| Attribute |
Description |
Internal default value |
| abc_class |
Custom client rating |
|
| support_emails |
Send email for support ticket changes |
yes |
| support_email_address |
Email address for support tickets |
Account email |
| legal_form |
Client legal form |
|
Categories
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.
| Attribute |
Description |
Internal default value |
| segment |
Level 1 |
1 |
| section |
Level 2 |
1 |
| client_group |
Level 3 |
1 |
| client_type |
NOT hierarchically. |
1 |
| client_area |
NOT hierarchically. Area a client belongs to. Useful for grouping customers based on location or sales rep. |
|
| Level |
> |
> |
> |
> |
> |
> |
Sample |
| 1 |
> |
> |
> |
> |
Segment 1 |
> |
Segment 2 |
| 2 |
> |
> |
Section 1.1 |
> |
Section 1.2 |
> |
Section 2.1 |
| 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 |
You could consider the client (number) itself Level 4.
Billing
| Attribute |
Description |
Internal default value |
| bill_emails |
Should bills get emailed to the customer |
yes |
| bill_email_address |
Email address used for sending bill via email |
account email |
| bill_language |
Language of the bill |
Account language -> default bill language |
| bill_currency |
Currency of the bill. Coming soon. |
|
Purchase & Stock
| Attribute |
Description |
Internal default value |
| minimum_order |
Minimum order amount required from customer |
|
Accounting
| Attribute |
Description |
Internal default value |
| sales_tax_code |
Tax code for sales |
|
| vat_id |
VAT id for european customers |
|
| tax_id |
Tax id for local tax id |
|
| line_of_credit |
Maximum amount allowed to be purchased taking unpaid invoices into account |
|
| credit_rating |
Credit rating |
|
