Customer Controls

Item	Description
Auto Inactivate Vehicles	Improves loading times for the Vehicle List when customers have dozens of vehicles that you’ll work on only once. When this control is enabled and a customer has more than 100 vehicles set to Active, the following occurs: If there was activity for fewer than 100 of the vehicles during the last 180 days, all of the vehicles that did not have sale invoices during that time will be marked inactive. If there was activity for more than 100 vehicles during the last 180 days and activity for fewer than 100 vehicles during the last 90 days, the vehicles that did not have sale invoices in the last 90 days will be marked inactive. If there was activity for more than 100 vehicles during the last 90 days and activity for fewer than 100 vehicles in the last 60 days, the vehicles that did not have sale invoices in the last 60 days will be marked inactive. If there was activity for more than 100 vehicles in the last 60 days, the vehicles that did not have sale invoices in the last 30 days will be marked inactive.
Customer - Transfer Type	Defines the default customer type code for transfer customers.
Customer Default Type	Defines the which customer type is most commonly used for new customers
Customer/Site Default Tax Level - Labor	Defines which tax level is most commonly used for calculating the amount of sales tax a customer will pay for labor. When you add new customers, they’re automatically assigned this tax level.
Customer/Site Default Tax Level - Parts	Defines which tax level is most commonly used for calculating the amount of sales tax a customer will pay for parts. When you add new customers, they’re automatically assigned this tax level.
Debit Cards - Allow Cash Back	Defines whether you allow customers paying with debit cards to add an additional amount to their purchases that is given back to them in cash. Note: This control needs to be set only if a payment card processing application is integrated with your TireMaster system.
Default AR Discount #Days/Date	Defines the number of days or a day of the month for calculating early pay discounts.
Default AR Discount (D=#Days or T=Date)	Defines the discount scheduling option: Set to D to apply the discount if payment is received before the number of days has passed. Set to T to apply the discount if payment is received on or before the selected date.
Default AR Discount Percentage (%)	Defines the most commonly used percentage for calculating discounts.
Default AR Due #Days/Date	Defines the number of days or a day of the month for payment due dates. This setting is used for all new customers, unless it’s changed in a customer’s payment terms. It is also used for aging balances, but not for calculating finance charges.
Default AR Due (D=#Days or T=Date)	Defines payment due dates: Set to D if payments are due a specific number of days after the purchase Set to T for a specific day of the month.
Default AR Invoice Terms (#Payments)	Sets the default number of payments for an invoice.
Deposit - MIN Dollar Amount	Defines the minimum dollar amount customers are required to pay toward purchases.
Deposit - MIN Percentage (%)	Defines the minimum percentage of the invoice total that customers are required to pay toward future purchases. Note: When the minimum deposit percentage for an invoice is less than the minimum dollar amount for deposits (Deposit - MIN Dollar Amount), the customer is required to pay the minimum deposit dollar amount.
Enable Customer/Vendor Next & Prev buttons	Defines whether the Next and Prev (previous) buttons should be available on the Customer Maintenance and Vendor Maintenance screens. Note: The shortcut key for the Prev button is PageUp, and the shortcut for the Next button is PageDown. To move to the next or previous customer, you must be out of edit mode.
Finance Charges on Finance Charges	Defines whether to include previous finance charges in the calculation of new finance charges. Note: Assessing finance charges on finance charges might not be allowed in your state. Contact your state’s Attorney General’s office before setting this control.
Finance Chrg Later than Day	Lets you define the age (in days) at which to begin calculating finance charges for invoices. For example, if you set the control to 90, finance charges will be calculated only for invoices that are older than 90 days. When the control is set to 0, it is disabled.
Ledger History show all sites	Defines whether the site you are signed into will list other site invoices in the ledger/history on the Customer Maintenance screen. Note: This control is used for sites that are part of a corporate database configuration.
ROA Complete - Flag Old Invoices Selected	Defines whether the Flag Old Invoices check box on the ROA/Deposit Complete screen is selected by default.
Sales Tax - Charge Govt. Customers	Defines whether sales tax is calculated by default on work orders for government-support customers. Set to No to exclude sales tax from government-support invoices. Selecting No overrides the tax settings assigned to individual customers. Set to Cust to use customer tax settings to determine whether sales tax is calculated for government-support invoices.
Sales Tax - Charge Natl. Customers	Defines whether sales tax is calculated by default on work orders for national account customers. Set to No to exclude sales tax from national-account invoices. Selecting No overrides the tax settings assigned to individual customers. Set to Cust to use customer tax settings to determine whether sales tax is calculated for national-account invoices.
Sales Tax - Use Levels Assigned to Customers	Defines whether sales tax collections should be based on the default tax levels assigned to a store or the tax levels assigned to individual customers. To base your sales tax collections on the default parts and labor tax levels for your store, select No. Note: The system controls for settings for your store’s default tax levels are Customer/Site Default Tax Level - Labor and Customer/Site Default Tax Level - Parts. To base your sales tax collections on the tax levels assigned to individual customers, select Yes.
Statement Cutoff Date	Defines the day of the month for cutting off statements.
Statement Cutoff Date - Most Recent	Defines the latest cutoff date. TireMaster increments this date by one month with each cutoff.
Statement Cutoff Grace Period	Defines the number of days for the statement grace period. Charges made within the number of days you specify won’t be due until the following cutoff date. The grace period does not stop TireMaster from calculating finance charges for past due balances.
Statement Fin. Charge - Annual Percentage Rate (%)	Defines the annual percentage rate (APR) for finance charges.
Statement Fin. Charge - Minimum Amount ($)	Defines the minimum finance charge amount.
Statement Fin. Charge - Periods per Year	Defines the number of fiscal periods per year. This value should be 12 unless you’ve implemented a short tax year. Fiscal periods can be set only in the full version of TireMaster.
Statement Print 0 Balances	Defines whether to print statements for customers who have paid off their balances since the last statement cutoff.
Suppress overdue balance warning in POS	Defines whether warnings should appear when starting work orders and completing invoices for customers who have overdue balances.
Vehicle Year Format	Defines whether vehicle years are added to customer records as two digit (such as 16) or four digit numbers (such as 2016). This setting affects vehicles chosen from the Standard Vehicle Selection screen, not those entered manually.