RMS Customer Preferences

Customer preferences screenshot

Customer preferences screenshot

Customer Preferences can be configured to:

Customer preferences screenshot


Customer preferences screenshot
  • Prompt for or require PO numbers
  • Prompt for or require Authorized Buyers
  • Prompt for or require jobs
  • Require passwords to charge
  • Manage Authorized Buyers
  • Manage Global Discounts
  • Always print receipts with statements (requires SS RMS Statements)
  • Print 8.5"x11" receipts with statements (requires SS RMS Statements)
  • Condense statements for main accounts (requires SS RMS Statements)
  • Email receipts
  • Email quotes
  • Email work order progress
  • Email Statements (requires SS RMS Statements)
  • Manage primary customer email addresses
  • Create tax exempt types
  • Manage tax exempt types, customers, and items

  • View brochure (PDF)
  • Watch the demo
  • Download trial
  • Contact

    80 Eastern Boulevard Suite 2

    Glastonbury, CT 06033

    Sales toll free: 1-888-816-8002

    Support toll free: 1-866-703-2267

    Sales local: (860) 781-7136

    Support local: (860) 781-6379

    Fax: 1-877-870-9490