Customer options

This section contains customer-specific options. Customer options overwrite option values in the Application Option and the Shop Options sections.

CIS

These settings are located in the CIS section on the Customers Options page.

CIS stands for Customer Information System.
CIS
Default Shop

Applies to

TMT Fleet Maintenance

Description

This is the default shop your customer will use when requesting services through the CIS web portal.

Options

  • BLANK (default)

  • User-specified shop
    Enter a default shop ID.

Additional notes

This is a Customer Option only.

CIS: Reports

These settings are located in the CIS: Reports section on the Customer Options page and the Application Options page.

Select a link to view that option’s description.

Invoicing

These settings are located in the Invoicing section on the Customer Options page and the Application Options page.

Select a link to view that option’s description.

Invoicing: Labor Time

These settings are located in the Invoicing: Labor Time section on the Customer Options page and the Application Options page.

Select a link to view that option’s description.

Invoicing: Reports

These settings are located in the Invoicing: Reports section on the Customer Options page and the Application Options page.

Select a link to view that option’s description.

Reports

Reports: Estimates

  • The Estimate Report setting is located in the Reports: Estimates section on the Customer Options page and the Application Options page.

  • The Use Currency Of Customer For Estimate Report setting lets you set whether the Estimate Report uses the shop’s currency or the customer’s currency.

    • NO (default)
      The program uses the shop currency on the Estimate Report.

    • YES
      The program uses the customer’s currency on the Estimate Report.

The Automatically Approve Estimate setting is located in the Reports: Estimates section on the Customer Options page and the Estimates section of the Application Options page.

Reports: Invoicing

These settings are located in the Reports: Invoicing section of the Customers Options and Application Options pages.

Select a link to view that option’s description.

The Use Currency Of Customer For Invoice Report setting is located in the Reports: Invoicing section of the Customers Options page. The setting lets you set whether the Invoice reports use the shop’s currency or the customer’s currency.

  • NO (default)
    The program uses the shop currency on the Invoice Detail, Invoice Payments, and Invoice Summary Reports.

  • YES
    The program uses the customer’s currency on the Invoice Detail, Invoice Payments, and Invoice Summary Reports.