Difference between revisions of "How do I use buying groups?"
Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == {{SO}} may be used to produce an invoice to a buying group account. The goods are recorded against the customer account whilst the invoice is recorde...") |
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== Summary == | == Summary == | ||
| − | {{SO}} may be used to produce an invoice to a buying group account. The goods are recorded against the customer account whilst the invoice is recorded on the buying group account. | + | The {{SO}} and {{WS}} systems may be used to produce an invoice to a buying group account. The goods are recorded against the customer account whilst the invoice is recorded on the buying group account. |
== More Information == | == More Information == | ||
* [[How do I set up buying groups?|Create]] and assign your buying group to your customer. | * [[How do I set up buying groups?|Create]] and assign your buying group to your customer. | ||
| − | * [[Creating a Stock Sales Order|Create]] and [[Processing a Sales Order|process]] a sales order for the customer. | + | ** [[Creating a Stock Sales Order|Create]] and [[Processing a Sales Order|process]] a sales order for the customer. |
| + | ** [[Creating workshop jobs|Create]] and [[How do I invoice a workshop job?|process]] a workshop job for the customer. | ||
| − | The invoice produced will use the buying group as the invoice account whilst the delivery address will display the customer details. | + | The invoice produced will use the buying group as the invoice account whilst the customer/delivery address will display the customer details. |
When payment is received from the buying group, allocate the payment to the invoice using Sales Ledger [[Posting payments received|Receipts]]. | When payment is received from the buying group, allocate the payment to the invoice using Sales Ledger [[Posting payments received|Receipts]]. | ||
| − | {{Information|text=The items sold on the order will be displayed in the customer [[How do I call up the CRM?|CRM]] to allow reports to be produced on sales to the customer. The invoice will be displayed in the buying group [[How do I call up the CRM?|CRM]].}} | + | {{Information|text=The items sold on the order or jobcard will be displayed in the customer [[How do I call up the CRM?|CRM]] to allow reports to be produced on sales to the customer. The invoice will be displayed in the buying group customer history and [[How do I call up the CRM?|CRM]].}} |
== Sales Order Document Formats == | == Sales Order Document Formats == | ||
If this is the first time you have produced invoices for a buying group you may need to contact our support team to add an additional line into your {{SO}} invoice formats to allow the buying group reference to be printed. {{SupportContact}} for advice if you wish to add this field to your invoice formats. Please be aware additional configuration may incur charges. | If this is the first time you have produced invoices for a buying group you may need to contact our support team to add an additional line into your {{SO}} invoice formats to allow the buying group reference to be printed. {{SupportContact}} for advice if you wish to add this field to your invoice formats. Please be aware additional configuration may incur charges. | ||
| + | |||
| + | == Workshop Formats == | ||
| + | If this is the first time you have produced invoices for a buying group you may need to contact our support team to amend your {{WS}} invoice formats to allow the buying group details to be printed. {{SupportContact}} for advice if you wish to make these changes to your invoice formats. Please be aware additional configuration may incur charges. | ||
== See also == | == See also == | ||
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* [[Creating a Stock Sales Order]] | * [[Creating a Stock Sales Order]] | ||
* [[Processing a Sales Order]] | * [[Processing a Sales Order]] | ||
| − | * [[How do I | + | * [[Creating workshop jobs]] |
| + | * [[How do I invoice a workshop job?]] | ||
* [[How do I call up the CRM?]] | * [[How do I call up the CRM?]] | ||
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{{KB_Tags|buying group, buyer, sales order, order invoice}} | {{KB_Tags|buying group, buyer, sales order, order invoice}} | ||
| − | {{KB_OP}} | + | {{How}}{{KB_OP}} |
Latest revision as of 17:55, 10 December 2020
Summary
The Sales Order Processing and Workshop systems may be used to produce an invoice to a buying group account. The goods are recorded against the customer account whilst the invoice is recorded on the buying group account.
More Information
- Create and assign your buying group to your customer.
The invoice produced will use the buying group as the invoice account whilst the customer/delivery address will display the customer details.
When payment is received from the buying group, allocate the payment to the invoice using Sales Ledger Receipts.
 | The items sold on the order or jobcard will be displayed in the customer CRM to allow reports to be produced on sales to the customer. The invoice will be displayed in the buying group customer history and CRM. |
Sales Order Document Formats
If this is the first time you have produced invoices for a buying group you may need to contact our support team to add an additional line into your Sales Order Processing invoice formats to allow the buying group reference to be printed. Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for advice if you wish to add this field to your invoice formats. Please be aware additional configuration may incur charges.
Workshop Formats
If this is the first time you have produced invoices for a buying group you may need to contact our support team to amend your Workshop invoice formats to allow the buying group details to be printed. Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for advice if you wish to make these changes to your invoice formats. Please be aware additional configuration may incur charges.
See also
- Creating a new customer or supplier
- Do I have to remember all these customer and supplier codes?
- How do I set up buying groups?
- Creating a Stock Sales Order
- Processing a Sales Order
- Creating workshop jobs
- How do I invoice a workshop job?
- How do I call up the CRM?
