Updated: November 19, 2020 3:26pm

Node Preferences - Customers - General

The following table lists the preferences available in the Customers - General area. There are also loyalty-related preferences available in Customers - Loyalty.

Preference Description
Allow duplicate customer IDs Allow two or more customers to have the same Customer ID.
Append Installation ID to customer ID If selected, when Retail Pro assigns a Customer ID to a new customer, the Installation ID is appended to the Cust ID (next available sequential number). If not selected, the next available sequential number is assigned as the Cust ID.
If the preference is disabled, the installation ID will not be added to the custid. Instead 0's will be prepended to create a custid with a required length of 9 digits. The Installation ID can be viewed in the Store records in preferences in RIL
Default Customer Share Type

Prompt: RP Prism will prompt the user to select a Customer Type if the user tries to save the record before entering a Customer Type.
Global: Communicate to all active subs\stores.
Local: Communicate only to stores within the customer's local subsidiary.
Not Shared: Do not communicate.

Apply Customer Tax Areas for Bill To Customer: If selected, when a Bill To Customer with an assigned tax area is entered on a transaction, a prompt is displayed asking if the tax area should be changed to the Bill To Customer's tax area.
Ship To Customer: If selected, when a Ship To Customer with an assigned tax area is entered on a transaction, a prompt is displayed asking if the tax area should be changed to the Ship To Customer's tax area
Bill To and Ship To Customer: If selected, whenever a Bill To Customer or a Ship To Customer with an assigned tax area is entered on a transaction, a prompt is displayed asking if the tax area should be changed to the customer's tax area.
Example: Customer A and Customer B are each assigned a tax area in the customer record. Customer A is entered as the Bill To Customer on the transaction. A prompt will be displayed to change the tax area. Customer B is entered as the Ship To Customer. Another prompt will be displayed.
Customer Required Fields Select the fields that must have an entry to save a new customer record. When creating a new customer record, if any of the selected fields are missing an entry the user will receive an error when trying to save.

Sample Customers > General Preferences

Customers General Preferences