oms-ClientManagement/Docs/Help/en/attributes.md
2025-04-02 13:33:50 +00:00

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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