Address Codes Settings

An in depth look at the Address ID Codes tab.

When creating or editing Client or Vendor Address ID's, the 'Codes' section holds a number of important default settings associated with the address.  We'll explain how they work and link you to some related articles.

Note:  All of these settings can be individually changed within a newly created Item. Below are default values that save you time entering new items.

Skip to Vendor code details

Client Codes:
Applies to Client or Project addresses

  • Designer
    • The designer responsible for this client or project. 
    • The designer should be left blank if a specific designer is not responsible for this client.
    • This designer will be assigned to new item records when created for this client.
    • This setting will also impact the use of the Client Portal and document sharing.
  • Tax Location
    • The tax location where this client or project is located.
    • The tax location will be used to calculate the sales tax for items and time billing if designated.
    • This tax location defaults to new item and activity records for this client.
    • This is a required entry to create a new address.
  • Room List
    • The default 'Room List' associated with this client.
    • Studio Designer default choices are 'Commercial' or 'Residential'  More can be added by the user.  See more details.
    • This 'Room List' is the default when creating new item records for this client.  Note:  This will dictate the choices available under the 'Room' field.

Note:  It is important to update this field when a new Room List is created for a client.

  • Related Client
    • The client that a “Project” type address record is related to.

    • Typically only used for “Project” type addresses to link projects to the correct client.

    • For example it relates all projects to a single client so that when you select the client record for reports or the items list, you see ALL items and projects for that client.

    • Tip:  When managing your addresses using Projects and Clients, we recommend that you always enter items using the 'Project' and not enter any items with the actual 'Client'.

  • Client Sidemark
    • Sidemarks are automatically generated for orders and contain 4 parts your company / client / room / item.
    • The sidemark entered here automatically fills in the client portion of the sidemark when creating purchase orders.
    • Example: “DOUGLAS”= 'My Company / DOUGLAS / Room / Item on the purchase order sidemark.
  • Address Code 1
  • Address Code 2
  • Resale #
    • The default resale number for the Client.
  • Copy Purchase
    When you enter an item to propose to your client you will enter your cost (Purchase Cost).  This amount can be copied to the amount you want to charge your client (Selling Price).  This default setting can save you from entering the same amount multiple times.
    • Copy Purchase defines if you want the Purchase Cost to be copied to the Selling Price for items.
    • The valid options for Copy Purchase are
      • Always – always copy the Purchase Cost to the Selling Price.
      • Never – never copy the Purchase Cost to the Selling Price.
      • Zero – only copy the Purchase Cost to the Selling Price if the Selling Price is 0.
    • Here you are selecting the default value that fills in when new item records are entered for this client.

    Mark Up, & Deposit Percentage Defaults:

    When creating an Item for this client, certain default percentages can be entered.  These values can be removed or changed for each item within the Item screen.  Also 'Sales Code' defaults will also often override the Client defaults.

    • Selling Mark Up %
      • This is the standard percent you mark up merchandise for this client and can be left 0.00 if no mark up is required.
    • Selling Deposit %
      • The standard percent you request as a deposit on the selling amount for the merchandise from this client.
    • Mark Up Deposit %
      • The standard percent you request as a deposit on the mark up amount for the merchandise from this client.
    • Sales Tax Deposit %
      • The standard percent you request as a deposit on the sales tax amount for the merchandise from this client.
    • Staging Extension %
      • The percent of the original fee that a staging project can be extended on a monthly basis.  This is used for the Staging Proposal.

    Enable Online Client Payment Options

    • Enable PayPal Client Payment
      • Check this box to enable payments via Paypal for this Client.
      • Requires Paypal payment option to be set up in Settings->My Company
    • Enable Payroc Client Payment
      • Check this box to enable payments via Payroc for this Client.
      • Requires Payroc payment option to be set up in Settings->My Company

    Vendor Codes:
    Applies to Vendor, Manufacturer, Showroom

    Note:  These are default settings to help save you time entering various details for Items, Purchase Orders, etc.  If needed changes within an Item, Purchase Order, etc. can be made.  And if these details are not needed, simple leave them blank.

    • Terms
      • The default 'Terms' that will be inserted when creating a new item with this Vendor. 
    • Ship Via
      • The ship via that fills in when new item records are entered for this client or vendor.
      • These values are set in the 'Ship Via' settings.  See Ship Via.
    • Account #
      • Your account number associated with this vendor, showroom or manufacturer.
    • Attention
      • Name to populate the 'Attention' section on PDF & printed purchase orders to this vendor, showroom or manufacturer.
      • This can be edited within the Purchase Order as needed.
    • FOB
      • The 'FOB' to populate purchase orders to this vendor, showroom or manufacturer.
      • This can be edited within the Purchase Order as needed.

    Mark Up, & Deposit Percentage Defaults:

    When creating an Item with this Vendor, certain default percentages can be entered.  These values can be removed or changed for each item within the Item screen.  Also 'Sales Code' defaults will also often override the Client defaults.

      • Purchase Deposit % - This is the standard percent you pay as a deposit on merchandise to this vendor.
      • Purchase Tax Deposit % - This is the standard percent you pay as a deposit on sales tax to this vendor.
      • Vendor Mark Up % - The vendor mark up percent is used to override the client mark up percent.  This is used if you want to define mark up by vendor instead of client. It should be left blank if you do not define mark up by vendor.
    • Vendor Selling Discount 1 %
    • Vendor Selling Discount 2 %
    • Vendor Purchase Discount %
      • This is the standard discount off retail price that you pay this vendor.
    • License #
      • Vendor or Contractors
    • Liability Insurance Expiration
      • The vendor or contractor's liability insurance expiration.
    • Workers Insurance Expiration
      • The vendor or contractor's workers insurance expiration.
    • Products
      • The products this vendor provides.  This is user defined.  Address records can be filtered via search for products listed here.
        Example: Furniture Fabric Antiques
    • Address Order To
      • Select the vendor that the purchase orders should be addressed to for this address record.  This will be inserted into the 'To:'  field on PDF purchase orders.
      • Select an Address ID from the drop down.
      • Use this to override the vendor address 'To:' field on purchase orders.
        Example: The vendor may be a fabric manufacturer and Order To may be the showroom that represents that manufacturer.
    • Pay Deposit To
      • This refers to the vendor that you pay purchase order deposits to.
      • Select an Address ID from the drop down.
      • This is only used if deposits on orders are paid to a different vendor.
        Example:
        This address is for 'SHOWROOM A' and you pay order deposits to 'MANUFACTURER A'
        This can also be used if you always place charges for this vendor onto a specific credit card.
        Although the order will always show the vendor, the payment vendor would be the credit card.
    • Send Final Payment To
      • This refers to the vendor you pay purchase order final payments to.
      • Select an Address ID from the drop down.
      • This is only used if final payments on purchase orders are paid to a different vendor.
      • This works the same way as Pay Deposit To.
    • Manufacturer Showroom
      • The showroom that a manufacturer address is related to.
      • Select an Address ID from the drop down.
    • Expense Account
      • The expense account associated with “Office” type address records.
      • This is the general ledger account that office checks are generally expense to for this vendor.
    • 1099
      • Defines if this vendor should receive a 1099 at the end of the year.
      • Yes or No are valid options.
    • Federal ID
      • The Federal ID for this Vendor
    • Foreign ID
      • The foreign ID for this Vendor
    • Social Security
      • The social security number for this Vendor.