Setup | System Options | Customer Defaults

System Options - Customer Defaults

This screen allows you to customize the default settings of the Customer accounts and Gift Cards in Customer Maintenance. When a new account/gift card is created these settings can be enabled to automatically be selected within the account.



Default to Allow Negative – This setting allows the accounts to have the ability to run a negative tab.

No checks from this customer – This setting will prevent checks to be allowed as a form of tender with Customer/gift card accounts.

Manager Override required – This option forces a manager level user to enter in their log in credentials for an order to be completed if a customer account/gift   card is selected.

No Free – This prevents Customer accounts/gift cards from accumulating free drinks.

No points – This prevents Customer accounts/gift cards from accumulating points on promotional items.

No promo – This prevents Customer accounts/gift cards from participating in any promotions.

Default AR Limit $ – Enter in an amount to set a cap on how much an Accounts Receivable account is allowed to go into a negative balance. The account would need to have money received on it before another transaction can be charged to the account.

Default Negative Limit $ – Enter in an amount to set a cap on how much a Customer account/gift card account is allowed to go into a negative balance. The account would need to have money received on it before another transaction can be charged to the account.

Membership Type – Select a Membership Type from this drop-down list to have Customer accounts/gift cards grouped with. See section Maintenance | Membership Type for more information.

Discount Group – Select a Discount Group from this drop-down list to have Customer accounts/gift cards grouped with. See section Maintenance | Discounts for more information.

Price Level – Select a Price Level from this drop-down list to have Customer accounts/gift cards grouped with. See section Maintenance | Price Levels for more information.

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