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The required customer data fields are a template used for your retail, commercial and industrial customers. To be sure that you have the needed customer information, specify fields as being required or mandatory. These fields are shown in yellow. Check the boxes next to the fields you want made required.

The Buy tab is where you set the account, pay to, payment terms and default pay method. Choose whether prices are shown on tickets and exemptions. Check information, employer information, loyalty program and special price list information is selected.

 

Button	Description
	Save the settings as a template.
	Close the screen.