Difference between revisions of "Applying customer or supplier groups"
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== Summary == | == Summary == | ||
| − | The following article explains how to apply a account group to an account code | + | The following article explains how to apply a account group to an account code. |
== More Information == | == More Information == | ||
| Line 9: | Line 7: | ||
* Double click on the account to which you want to add an account group or press {{Button|Edit}}. | * Double click on the account to which you want to add an account group or press {{Button|Edit}}. | ||
* Click on the Groups/Analysis tab. | * Click on the Groups/Analysis tab. | ||
| − | * | + | * It is recommended that you 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}} | + | {{Note|title=Note|text= To explain the recommendation above, the Account Group is a free-type field of up to six characters, so you will need to be consistent in what you type if you want various customers to be in the same group. If you stick to three characters in capital letters, it is easier to keep them consistent.}} |
| − | + | * Press {{KeyPress|Esc}} and {{KeyPress|Enter}} to accept the data. | |
| − | * | + | * Press {{KeyPress|Esc}} to return to customer search. |
== See also == | == See also == | ||
Revision as of 13:48, 8 August 2013
Summary
The following article explains how to apply a account group to an account code.
More Information
Go to " Systems\Accounts Sales Ledger Customer File Maintenance Add or Edit Customers".
- This will take you to a search screen. Type either the account code or name required.
E.G.: 'SMI001' or the description 'John Smith'. - Double click on the account to which you want to add an account group or press [Edit].
- Click on the Groups/Analysis tab.
- It is recommended that you 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. |
 | Note: To explain the recommendation above, the Account Group is a free-type field of up to six characters, so you will need to be consistent in what you type if you want various customers to be in the same group. If you stick to three characters in capital letters, it is easier to keep them consistent. |
- Press <Esc> and <Enter> to accept the data.
- 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?
