Difference between revisions of "How do I set up buying groups?"
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This article explains how to specify the buying group to which a customer invoice should be issued. | This article explains how to specify the buying group to which a customer invoice should be issued. | ||
− | {{Information|text=Please note: The facility to produce an invoice for a Buying Group is currently implemented in {{SO}} and {{WS}}. It is not available for the {{ST}} or {{VS}} systems.}} | + | {{Information|text=Please note: The facility to produce an invoice for a Buying Group is currently implemented in the {{SO}} and {{WS}} systems. It is not available for the {{ST}} or {{VS}} systems.}} |
== More Information == | == More Information == | ||
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* Enter a {{DataPrompt|Reference}} for the group if you wish e.g. the reference the buying group hold for your account. This may be up to 15 characters. | * Enter a {{DataPrompt|Reference}} for the group if you wish e.g. the reference the buying group hold for your account. This may be up to 15 characters. | ||
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
+ | |||
+ | === Customer Discounts === | ||
+ | If you wish to apply automatic discounts to customer invoices, these must be applied to the customer account rather than the buying group account. | ||
+ | |||
+ | See [[How do I Set Account Pricing for a Customer?|this] article for how to set a customer discount structure. | ||
+ | |||
+ | You may still apply one off discounts by item when you create the order or workshop job. | ||
== See also == | == See also == |
Revision as of 17:45, 10 December 2020
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article explains how to specify the buying group to which a customer invoice should be issued.
Please note: The facility to produce an invoice for a Buying Group is currently implemented in the Sales Order Processing and Workshop systems. It is not available for the Stock Control or Unit Sales systems. |
More Information
Create the buying group as a Sales Ledger customer account, following the usual process outlined in this article.
Find the customer to link to the buying group account.
- [Edit] the customer record.
- Select the [Invoicing] tab.
- At the bottom of the page enter the buying group "Account" code in the Invoice override section.
- Enter a "Reference" for the group if you wish e.g. the reference the buying group hold for your account. This may be up to 15 characters.
- Click [Done] and [Accept].
Customer Discounts
If you wish to apply automatic discounts to customer invoices, these must be applied to the customer account rather than the buying group account.
See [[How do I Set Account Pricing for a Customer?|this] article for how to set a customer discount structure.
You may still apply one off discounts by item when you create the order or workshop job.
See also
- Creating a new customer or supplier
- Do I have to remember all these customer and supplier codes?
- How do I use buying groups?