Difference between revisions of "How do I set up customer/supplier 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. | 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 {{ | + | For Customers go to {{PlatinumModuleSettings|{{SL}}|Add or Edit Customer Attributes}}. |
| − | For Suppliers go to {{ | + | For Suppliers go to {{PlatinumModuleSettings|{{PL}}|Add or Edit Supplier Attributes}}. |
* Click {{KeyPress|Add}}. | * Click {{KeyPress|Add}}. | ||
* Assign your 3 character attribute code in the {{DataPrompt|Customer/Supplier attribute:}} field. | * Assign your 3 character attribute code in the {{DataPrompt|Customer/Supplier attribute:}} field. | ||
| − | * | + | * Enter a suitable description. |
* Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | * Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | ||
* You can then continue adding as many attributes as required. | * You can then continue adding as many attributes as required. | ||
== See also == | == See also == | ||
| − | * [[Creating a | + | * [[Creating a new customer or supplier]] |
| − | * [[ | + | * [[Getting started - Retention Centre]] |
| − | * [[How do I | + | * [[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}} | ||
| − | {{ | + | {{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
- Creating a new customer or supplier
- Getting started - Retention Centre
- How do I assign attributes to a customer or supplier?
