To access the Customer Item Settings, open the Settings module, and locate the Customer Items section. 

Within this section is Customer Item Settings. These allow you to define key settings that will impact Customer Items.

Customer Item settings can be modified by selecting the 'Edit' button.

Clicking the 'Edit' button enables you to update the following settings as needed.

• Next Item # - Sets the item number that will be used for the next Customer Item added to the system.

The Customer Item number will be automatically generated by the system or manually entered by the user. If entered manually, and the number is already assigned to another item, a warning message will appear when attempting to save. In this case, the Customer Item cannot be saved until a unique number is provided.

• Require user confirmation of customer item details before posting invoice - This setting controls whether users must review Customer Item details before they are allowed to post a customer invoice
  • When set to True: Users can save the invoice but will not be able to post it until all customer items have been individually reviewed.   
  • When set to False: Users can save and post the customer invoice without reviewing each customer item. In this case, the review process is optional.

• Require unique serial numbers within each customer item type –This setting ensures whether Customer Items must have unique serial numbers within the customer item type.
  • When set to True: Customer Item created must have a unique serial number within the customer item type. 
  • When set to False: Customer Item created are not validated for a unique serial number if entered. Serial tracked products will retain unique serial numbers for individually tracked items.