This article applies to:Avalara CertCapture
Customize your workflow and establish which fields are required when creating a new customer record.
- On the navigation ribbon, click Company Settings and select Company Details.
- To make changes to the Retail - Additional Options settings, on the Company Details page, click Edit
- To make fields in the Edit Purchaser Options window optional or required, click Edit to change the Edit Retail Purchaser Options settings.
Once you've activated CertCapture for Retail and customized the settings, create and edit locations.