# Customers ⛭

See [Ref #](/setup/configuration/ref.md)

See [Documents and Templates](/setup/configuration/document-templates.md)[ ⛭](/setup/configuration/document-templates.md)

| Credit Control          | Notes                                                                                       |
| ----------------------- | ------------------------------------------------------------------------------------------- |
| Automated Credit Checks | See [<mark style="color:blue;">Credit Controls</mark>](/sales/customers/credit-controls.md) |
| Customer on Hold        | See [<mark style="color:blue;">Credit Controls</mark>](/sales/customers/credit-controls.md) |
| Hold Shipments          | See [<mark style="color:blue;">Credit Controls</mark>](/sales/customers/credit-controls.md) |

| Customer Portal                | Notes      |
| ------------------------------ | ---------- |
| Enable login for new Customers | Deprecated |
| Enable Portal Shopping Cart    | Deprecated |

| Email Options       | Notes                                   |
| ------------------- | --------------------------------------- |
| …for Sales Orders   | Set the from address for Sales Orders   |
| …for Sales Invoices | Set the from address for Sales Invoices |
| …for Statements     | Set the from address for Statements     |
| ...for Credit Notes | Set the from address for Credit Notes   |

| Selecting Items                      | Notes                                                                                                                                                  |
| ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Enable Item Order History            | If the checkbox is enabled, this functionality lets you quickly select recently ordered items via the Item Selector when creating new Sales Documents. |
| Order Previously Ordered Items by... | Sort previously ordered items by Item Code or by Order Date.                                                                                           |


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpwith.salesorder.com/setup/configuration/customers.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.