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Entering a Customer - Pricing Card

Price List
Paste Special    Price Lists setting, Contact module
Used as default in    Quotations
If the Contact is a Customer and you wish to assign a particular Price List to them, you can do so here. It will determine the prices used in Quotations issued to the Customer.

You can also allocate Price Lists to Customer Categories. This makes it easy to allocate or change the Price List of a group or Customers in a single step. Any Price List specified in a Customer will override that of the Customer Category (if any) to which the Customer belongs.

Please refer to the 'Price List' page for full details about using Price Lists.

Salesman
Paste Special    Person register, System module
Used as default in    Quotations
Enter the initials of the salesman responsible for this Contact's account. By default, Quotations for this company will be attributed to the salesman entered here.

This field is also used by the Limited Access feature: please refer to the description of the Sales Group field (below) for details.

Sales Group
Paste Special    Sales Groups setting, System module
Default taken from    Salesman
The Sales Group is brought in from the Person record after you have entered a Salesman. If you are using the Limited Access feature, you can use this field to prevent a user from seeing all Contacts in the 'Contacts: Browse' and Contact 'Paste Special' windows by restricting their view to their own Contacts or to those of their Sales Group.

Please refer to the page describing the Person register for full details of the Limited Access feature.
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