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 | + | For Customers go to {{Menu|{{RP}}|System Administrator|Module Settings|Sales Ledger|Add or Edit Customer Attributes}}. |
| − | For Suppliers go to {{Menu|{{RP}}|System Administrator|Module | + | For Suppliers go to {{Menu|{{RP}}|System Administrator|Module Settings|Sales Ledger|Add or Edit Supplier Attributes}}. |
* Click {{KeyPress|Add}}. | * Click {{KeyPress|Add}}. | ||
Revision as of 16:33, 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 Settings Sales Ledger Add or Edit Customer Attributes".
For Suppliers go to " Reports & Settings System Administrator Module Settings 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
- Creating a New Customer/Supplier
- How do I use the Retention Centre?
- How do I Assign Attributes to a Customer or Supplier?
