Difference between revisions of "How do I set up customer/supplier attributes?"

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Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you to include accounts or exclude accounts from mailshots etc.  The following article explains how to set up new attributes.
 
Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you to include accounts or exclude accounts from mailshots etc.  The following article explains how to set up new attributes.
  
For Customers go to {{Menu|{{RP}}|System Administrator|Module Options|Sales Ledger|Customer Attributes}}.
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For Customers go to {{Menu|{{RP}}|System Administrator|Module Options|Sales Ledger|Add or Edit Customer Attributes}}.
  
For Suppliers go to {{Menu|{{RP}}|System Administrator|Module Options|Sales Ledger|Supplier Attributes}}.
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For Suppliers go to {{Menu|{{RP}}|System Administrator|Module Options|Sales Ledger|Add or Edit Supplier Attributes}}.
  
 
* Click {{KeyPress|Add}}.
 
* Click {{KeyPress|Add}}.

Revision as of 16:32, 18 November 2016

Summary

This article explains how to set up new customer or supplier attributes.

More Information

Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you to include accounts or exclude accounts from mailshots etc. The following article explains how to set up new attributes.

For Customers go to " Reports & Settings System Administrator Module Options Sales Ledger Add or Edit Customer Attributes".

For Suppliers go to " Reports & Settings System Administrator Module Options Sales Ledger Add or Edit Supplier Attributes".

  • Click <Add>.
  • Assign your 3 character attribute code in the "Customer/Supplier attribute:" field.
  • Give it a suitable description.
  • Click <Done> and <Accept>.
  • You can then continue adding as many attributes as required.

See also


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Keywords AND Misspellings
sales, purchase, customer, supplier, attributes, attribute, attrib