Difference between revisions of "Applying customer or supplier groups"
From Catalyst
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== Summary == | == Summary == | ||
| − | + | The following article explains how to apply a account group to an account code and set up its parameters accordingly. | |
| − | The following article explains how to apply a | ||
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== More Information == | == More Information == | ||
Go to {{Menu|Systems\Accounts|{{SL}}|Add or Edit Customers}}. | Go to {{Menu|Systems\Accounts|{{SL}}|Add or Edit Customers}}. | ||
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* This will take you to a search screen. Type either the account code of the item required {{Example|title=E.G.|text= {{DataValue|SMI001}} or the description {{DataValue|John Smith}}.}} | * This will take you to a search screen. Type either the account code of the item required {{Example|title=E.G.|text= {{DataValue|SMI001}} or the description {{DataValue|John Smith}}.}} | ||
| − | * Click twice on the account to which you want to add | + | * Click twice on the account to which you want to add an account group. |
* 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. | ||
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* Press {{KeyPress|Esc}}. | * Press {{KeyPress|Esc}}. | ||
* Then press {{KeyPress|Enter}} to save the settings. | * Then press {{KeyPress|Enter}} to save the settings. | ||
| − | * Finally press {{KeyPress|Esc}} to return to | + | * Finally press {{KeyPress|Esc}} to return to customer search. |
== See also == | == See also == | ||
Revision as of 09:05, 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.
More Information
Go to " Systems\Accounts Sales Ledger 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 'John Smith'. - Click twice on the account to which you want to add an 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?
