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6.27 Account Information


The Account screen allows you to specify default settings for how products will be shipped to the contact, how the contact will be billed and which price lists the contact will be quoted from. Setting these defaults ensures that the contact receives consistent information no matter who they are speaking with in your company.

All of the settings found on the Account screen will be used as the default setting when creating a new order or invoice. These settings can be changed on the order or invoice as necessary. A Customers preferences can be changed at any time with the Setup and Configuration tool in any one of the fields.

Information regarding a Customers Shipping Specifications will pre-populate into the Shipping information on any Invoices, Orders and Purchase Orders automatically. The same applies to any Price or Discount Lists. Those Account preferences will automatically pre-populate into any Invoices and Orders. Additional discounts can be applied to specific Invoices and Orders as well manually. 

Credit Information- Credit Limit is for any Credit Limit you have extended to a Customer. Payment Terms is customizable for all of the payment terms your work flow process uses.

Price Lists-
Both Price lists and Discount Lists are customizable. Information from price Lists will draw from your Inventory information. If you do not have a Price List Assigned your Inventory pricing information will be the default. Price Lists are used in numerous situations including Value Added Resellers or Customers who purchase in high volume. When a Discount List is assigned it will mean the minimum that Products can be sold to a Customer.

Shipping Information-
Shipping Method and Freight Terms are both customizable with the Setup and Configure tool attached to each field. Multiple shipping addresses can be added here and they will be listed when you click on the Shipping Address icon as shown in the example below.

Addresses can be edited by choosing which one from the menu you see above and then clicking the Edit icon in the lower right.

If you have a Customer with multiple Shipping addresses the default will be the Billing Address unless otherwise specified here under the Customer's Account Information.

Both the payment terms and price lists have the blue plus link to the Configuration Tool allowing them to be customized to your needs and work flow process.

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