When creating a new customer in POS and in Customer Management, default markets can be established through a configuration form.
This ability is dependent on:
Web service connections being set up first in Configuration Console
User permissions enabled
To configure the Default Market Assignment:
Access Applications > Customer Management > Settings > Market Assignment Configuration.
Default Market Calculation (top pane)
Enable assignment logic
By default this is disabled. If selected, and a web service connection information is set up in Configuration Console, Desktop Client attempts to determine a default market based upon options selected on this form.
Disable Market field when creating new customers
Selecting this disables the Market drop-down list that is displayed in New Customer/New Prospect wizard, whether accessed from POS or Customer Management. Therefore a user cannot lock the market.
If this is selected, a default market must be provided.
Default Market
Select a default market to be used.
Matching Rules (assignment order) (middle pane)
1 | Use Primary Customer Contact | If this is selected, the market is populated when the user clicks Next or OK on the customer page.
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2 | User Location's Market | If selected, the address information is taken from the register location. |
3 | Use Locations' Contact | If selected the location will match the contact's address. |
4 | Default Market | If no other options are selected. |
5 | Null | If no default Market is specified. |
Address Lookup (Address/Market Configuration) (lower pane)
Each entry in the Address Lookup table must contain at least a state or ZIP code.
When adding records to the Address Lookup, do not add more than one record with the same city, state and ZIP code combination.s
To delete an Address Lookup listing:
Select the check box in the Mark to Delete column for the listing you wnt to delete.
Click Apply to remove the listing.
To add an Address Lookup listing:
Select the check box next to the asterisk in the far left column.
Place your cursor in the appropriate cell to add the information that you want to include.
Click Apply to add the listing.
Note
You will have to manually change a market for an established customer.