> For the complete documentation index, see [llms.txt](https://docs.tpi.dev/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tpi.dev/guide/system-configs/customer-setting.md).

# Customer Setting

<mark style="color:green;">**Path: System Configs > Customer Setting**</mark>

Customer settings are configured on a case-by-case basis according to customer needs. This table is designed to be generic, so the field names are also generic. The data configuration should be determined based on the actual customer requirements.

{% hint style="warning" %}
Do not modify the customer settings by yourself without the instructions of TPIsoftware personnel.
{% endhint %}

![](https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/V4sGTrNK2KnEmwz57imv/0.png)

### Create Customer Settings <a href="#toc169186199" id="toc169186199"></a>

1. Click **Create** to access the creation page.

<figure><img src="https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/kro71NpIag9cl37SJ0w7/1.png" alt=""><figcaption></figcaption></figure>

2. Fill in the data or make selections as instructed below. The fields marked with “<mark style="color:red;">\*</mark>” are required.

* **Item No**<mark style="color:red;">\*</mark>**:** Identifiable category number.
* **Item Name**<mark style="color:red;">\*</mark>**:** Identifiable main categories.
* **Subitem No**<mark style="color:red;">\*</mark>**:** Identifiable subcategory number.
* **Subitem Name**<mark style="color:red;">\*</mark>**:** Identifiable subcategories.
* **Sort:** Sorting in the table.
* **Default:** Whether it is the default.
* **Value:** Five input boxes, PARAM1\~ PARAM5, are available for users to configure based on their requirements.

3. Click **Create** to save and exit.

<figure><img src="https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/y4chp7mLJrUL0faaO4Qj/2.png" alt=""><figcaption></figcaption></figure>

### Search Customer Settings <a href="#toc169186200" id="toc169186200"></a>

Keywords can be entered to search for customer settings.

<figure><img src="https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/VUvH68pETPEuSbnc1CAc/3.png" alt=""><figcaption></figcaption></figure>

### View Customer Settings <a href="#toc169186201" id="toc169186201"></a>

Search for the customer setting to view details, and click on the![](https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/jKAhv1Xos3MGImi4s3hC/4.png)icon to access the recurring task details page.

![](https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/ftFvPsRhAozsClXptOy3/5.png)

![](https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/KAcU3UAsSW6deHmxsrk4/6.png)

### Update Customer Settings <a href="#toc169186202" id="toc169186202"></a>

1. Search for the customer setting to modify, and click on the ![](https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/f2BjxO2CymfmpIvpkf6y/7.png) icon to access the update page.

![](https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/AwiG26k49BX03UWUmHXN/8.png)

2. Modify the desired fields, and click **Update** to save and exit.

<figure><img src="https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/X3JiweftW90ORhwtudyB/9.png" alt=""><figcaption></figcaption></figure>

### Delete Customer Settings <a href="#toc169186203" id="toc169186203"></a>

1. Search for the customer setting to delete, and click on the ![](https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/gfQbRxlakgqBYPtFPuMd/10.png) icon to access **Delete** page.

![](https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/fDAzYzLY390rzzU234Rl/11.png)

2. Click **Delete** to proceed.

![](https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/RolXjYhIGkZ9VeIRs67j/12.png)

3. A warning prompt displaying the message “**Confirm Delete?**” will pop up. Click **Confirm** to delete the customer setting and exit.

<div align="left"><figure><img src="https://content.gitbook.com/content/0choIC1BbdPOkKWOYGgk/blobs/SWUyyBYJQ6RBAEteHRul/13.png" alt="" width="491"><figcaption></figcaption></figure></div>


---

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