How do I set up customer/supplier attributes?

Summary

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

More Information

For Customers go to " Reports & Parameters Maintenance Options System Administrator Add or Edit Customer Attributes".

For Suppliers go to " Reports & Parameters Maintenance Options System Administrator 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

• How to Use Vehicle Marketing
• How to Use Stock Control Marketing
• How to Use Workshop Marketing

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Keywords AND Misspellings

sales, purchase, customer, supplier, attributes