Difference between revisions of "How do I set up buying groups?"
From Catalyst
Katy Kitchen (talk | contribs) (→Summary) |
Katy Kitchen (talk | contribs) |
||
| (3 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | |||
| − | |||
== Summary == | == Summary == | ||
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= | + | {{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 == | ||
| Line 15: | Line 13: | ||
* 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 == | ||
Latest revision as of 17:46, 10 December 2020
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 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?
