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Customer management: Additional information tab

Exclude customers from GEM-MONEY

Starting with upcoming GEM-CAR version 14.0.0, you can exclude specific customers from GEM-MONEY. When customers are excluded, there will be no more GEM-MONEY-related messages on estimates or invoices for them. This can be useful for commercial customers, for example. To opt out customers from GEM-MONEY check the Exclude from GEM-MONEY box.

Price level

If you configured a price matrix for a given inventory item, you can assign price levels to customers for this inventory item. After this configuration, when adding the inventory item to estimates, discounts corresponding to the price level will be applied automatically and will also show on invoices. To do so, follow the steps below.

  1. Access the Customer management window under the Additional information tab.
  2. Enter the price level in the Price level field.
  3. Click on the diskette button to save.

Assign sales representatives

If your company hires sales representative, you can assign them to customer profiles. This can be useful for statistics and reporting, notably the Sales by vendor report. To ensure accurate statistics and reporting, new assignations will affect future sales only. To assign sales representatives to customer profiles, follow the steps below.

  1. Access the Customer management window under the Additional information tab.
  2. Choose an advisor using the Sales rep. drop-down menu.
  3. Click on the diskette button to save.