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2.8 KiB
Executable File
2.8 KiB
Executable File
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 |