Difference between revisions of "How do I set up customer/supplier attributes?"

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== Summary ==
 
== Summary ==
This article explains how to setup new customer or supplier attributes.
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This article explains how to set up new customer or supplier attributes.
  
 
== More Information ==
 
== More Information ==
Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you include/exclude them on mailshots etc.  The following article explains how to set up new attributes.
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Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you to include accounts or exclude accounts from mailshots etc.  The following article explains how to set up new attributes.
  
For Customers go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Add or Edit Customer Attributes}}.
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For Customers go to {{PlatinumModuleSettings|{{SL}}|Add or Edit Customer Attributes}}.
  
For Suppliers go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Add or Edit Supplier Attributes}}.
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For Suppliers go to {{PlatinumModuleSettings|{{PL}}|Add or Edit Supplier Attributes}}.
*Click {{KeyPress|Add}}.
 
*Assign your 3 character attribute code in the {{DataPrompt|Customer/Supplier attribute:}} field.
 
*Give it a suitable description.
 
*Click {{KeyPress|Done}} and {{KeyPress|Accept}}.
 
*You can then continue adding as many attributes as required.
 
  
== See Also ==
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* Click {{KeyPress|Add}}.
* [[Creating a New Customer/Supplier]]
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* Assign your 3 character attribute code in the {{DataPrompt|Customer/Supplier attribute:}} field.
* [[How do I use the Retention Centre?]]
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* Enter a suitable description.
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* Click {{KeyPress|Done}} and {{KeyPress|Accept}}.
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* You can then continue adding as many attributes as required.
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== See also ==
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* [[Creating a new customer or supplier]]
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* [[Getting started - Retention Centre]]
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* [[How do I assign attributes to a customer or supplier?]]
  
 
{{KB_Tags|sales, purchase, customer, supplier, attributes, attribute, attrib}}
 
{{KB_Tags|sales, purchase, customer, supplier, attributes, attribute, attrib}}
{{KB_SL}}{{KB_PL}}{{ZN_Admin}}
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{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Admin}}

Latest revision as of 07:51, 17 June 2021

Summary

This article explains how to set up new customer or supplier attributes.

More Information

Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you to include accounts or exclude accounts from mailshots etc. The following article explains how to set up new attributes.

For Customers go to " Reports & Settings Maintenance Options System Administrator Module Settings Sales Ledger Add or Edit Customer Attributes".

For Suppliers go to " Reports & Settings Maintenance Options System Administrator Module Settings Purchase Ledger Add or Edit Supplier Attributes".

  • Click <Add>.
  • Assign your 3 character attribute code in the "Customer/Supplier attribute:" field.
  • Enter a suitable description.
  • Click <Done> and <Accept>.
  • You can then continue adding as many attributes as required.

See also


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Keywords AND Misspellings
sales, purchase, customer, supplier, attributes, attribute, attrib