Difference between revisions of "How do I set up buying groups?"
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Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == This article explains how to specify the buying group a customer {{SO}} invoice should be issued to. == More Information == Create the buying group...") |
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Create the buying group as a {{SL}} customer account, following the usual process outlined in [[Creating a new customer or supplier|this]] article. | Create the buying group as a {{SL}} customer account, following the usual process outlined in [[Creating a new customer or supplier|this]] article. | ||
| − | [[Do I have to remember all these customer and supplier codes?|Find]] the customer to link to the buying group account. | + | [[Do I have to remember all these customer and supplier codes?|Find]] the customer to link to the buying group account. |
* {{Button|Edit}} the customer record. | * {{Button|Edit}} the customer record. | ||
* Select the {{Tab|Invoicing}} tab. | * Select the {{Tab|Invoicing}} tab. | ||
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{{KB_Tags|new, create, customer, buyer, creating, account}} | {{KB_Tags|new, create, customer, buyer, creating, account}} | ||
| − | {{KB_OP}} | + | {{How}}{{KB_OP}} |
Revision as of 05:31, 1 May 2020
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article explains how to specify the buying group a customer Sales Order Processing invoice should be issued to.
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].
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?
