Difference between revisions of "Applying customer or supplier groups"
From Catalyst
(Created page with "{{Incomplete}} == Summary == The following article explains how to apply a Account Group to an Account Code and set up its parameters accordingly. [edit] More Information == M...") |
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* Click on the Groups/Analysis tab. | * Click on the Groups/Analysis tab. | ||
* Enter a 3 character code in CAPITAL LETTERS for the group that you wish to attach to this account. | * Enter a 3 character code in CAPITAL LETTERS for the group that you wish to attach to this account. | ||
| − | {{Example|title=E.G.|text= {{DataValue|TRA}} for 'Trade' account. | + | {{Example|title=E.G.|text= {{DataValue|TRA}} for 'Trade' account.}} |
* Press {{KeyPress|Esc}}. | * Press {{KeyPress|Esc}}. | ||
* Then press {{KeyPress|Enter}} to save the settings. | * Then press {{KeyPress|Enter}} to save the settings. | ||
Revision as of 08:59, 8 August 2013
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
The following article explains how to apply a Account Group to an Account Code and set up its parameters accordingly. [edit] More Information
More Information
Go to " Systems\Accounts [SL] Add or Edit Customers".
- This will take you to a search screen. Type either the account code of the item required (e.g. 'SMI001') or the description (e.g. John Smith).
- Click twice on the account to which you want to add a Account Group.
- Click on the Groups/Analysis tab.
- Enter a 3 character code in CAPITAL LETTERS for the group that you wish to attach to this account.
 | E.G.: 'TRA' for 'Trade' account. |
- Press <Esc>.
- Then press <Enter> to save the settings.
- Finally press <Esc> to return to Customer search.
See also
- Getting Started - Accounts
- How do I Change the Customer Note Prompts?
- How do I View Customer/Supplier Transaction History?
- Setting up an Account status
- Creating Stock Groups
- How do I Create an Internal Account?
- Creating a New Customer/Supplier
- Creating a New Account Analysis Code
- How do I Find a Customer?
