Difference between revisions of "Creating a new customer or supplier"
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| + | == Summary == | ||
| + | The following article outlines how to create a new Customer or Supplier Account. | ||
| − | |||
| − | |||
== More Information == | == More Information == | ||
In Platinum customer/supplier information (name, address and telephone number etc) are stored against account codes. All invoices, credits, payments etc are stored against this for future reference. | In Platinum customer/supplier information (name, address and telephone number etc) are stored against account codes. All invoices, credits, payments etc are stored against this for future reference. | ||
| − | + | You can create new accounts from the account code field of the program you are in e.g. whilst creating a new {{WS}} jobcard, creating a {{PO}} Purchase Order or raising an invoice in {{Menu|{{ST}}\Counter Operations|Point of Sale}}. | |
| + | |||
| + | * Type the first three letters of the customer/supplier's surname into the account code box and press {{KeyPress|S-F10}}. | ||
| + | * This will take you to a search box allowing you to check if there is already an account for this name. | ||
| + | * If not click the {{Button|Add}} button and this will automatically create an account code that has the three letters you entered and a sequential number e.g. {{DataValue|JON003}} for the third account on the system with a name of Jones. | ||
| + | |||
| + | Alternatively go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier File Maintenance|Add or Edit Customers/Suppliers}}. | ||
| + | * Enter part of the customer/supplier's name and click search to check they don't already have an account with you. | ||
| + | * Click {{Button|Add}} to create a new account using the first three letters of the surname entered plus a sequential number. | ||
| + | |||
| + | {{Note|text=Please note there is a {{DataPrompt|Cash Sale?}} flag on the Customer {{Tab|Invoicing}} tab. | ||
| + | * When this is set to {{DataValue|No}} they will be treated as an account customer so no payment will be requested at the point an invoice is raised. | ||
| + | * When this is set to {{DataValue|Yes}} users will always be prompted to take payment from the customer at the point an invoice is raised.}} | ||
| + | |||
| + | === Entering Account Details === | ||
| − | It is important for to fill in as much information on the first tab of the account details as possible to make your database as useful as it can be. | + | It is important for you to fill in as much information on the first tab of the account details as possible to make your database as useful as it can be. |
{{Tip|text='''Search Tip''' - Keep your customer/supplier names as the full forenames and surnames to make searches more effective.}} | {{Tip|text='''Search Tip''' - Keep your customer/supplier names as the full forenames and surnames to make searches more effective.}} | ||
| − | While entering a new account, the software will check against existing accounts to see if you are entering a duplicate. | + | ==== Duplicate Accounts ==== |
| + | While entering a new account, the software will check against existing accounts to see if you are entering a duplicate. Any possible duplicates are shown in the bottom half of the screen. | ||
| + | * When you save the account if any possible duplicates are found you will be asked to confirm you still wish to create the account. | ||
| + | * If you are entering a duplicate by mistake choose {{Button|No}} and select the correct account to use from the {{DataPrompt|Duplicate Accounts}} box. | ||
| + | * If you are sure you wish to create a new account please click {{Button|Yes}} | ||
== See also == | == See also == | ||
Revision as of 12:25, 16 August 2016
 |
This article or section is out of date and scheduled for a review. Be aware: Content may not match the current version of Platinum. |
Contents
Summary
The following article outlines how to create a new Customer or Supplier Account.
More Information
In Platinum customer/supplier information (name, address and telephone number etc) are stored against account codes. All invoices, credits, payments etc are stored against this for future reference.
You can create new accounts from the account code field of the program you are in e.g. whilst creating a new Workshop jobcard, creating a Purchase Order Processing Purchase Order or raising an invoice in " Stock Control\Counter Operations Point of Sale".
- Type the first three letters of the customer/supplier's surname into the account code box and press <Shift+F10>.
- This will take you to a search box allowing you to check if there is already an account for this name.
- If not click the [Add] button and this will automatically create an account code that has the three letters you entered and a sequential number e.g. 'JON003' for the third account on the system with a name of Jones.
Alternatively go to " Sales Ledger/Purchase Ledger Customer/Supplier File Maintenance Add or Edit Customers/Suppliers".
- Enter part of the customer/supplier's name and click search to check they don't already have an account with you.
- Click [Add] to create a new account using the first three letters of the surname entered plus a sequential number.
 | Please note there is a "Cash Sale?" flag on the Customer [Invoicing] tab.
|
Entering Account Details
It is important for you to fill in as much information on the first tab of the account details as possible to make your database as useful as it can be.
 | Search Tip - Keep your customer/supplier names as the full forenames and surnames to make searches more effective. |
Duplicate Accounts
While entering a new account, the software will check against existing accounts to see if you are entering a duplicate. Any possible duplicates are shown in the bottom half of the screen.
- When you save the account if any possible duplicates are found you will be asked to confirm you still wish to create the account.
- If you are entering a duplicate by mistake choose [No] and select the correct account to use from the "Duplicate Accounts" box.
- If you are sure you wish to create a new account please click [Yes]
See also
