Applying customer or supplier groups

Summary

The following article explains how to apply a Account Group to an Account Code and set up its parameters accordingly. [edit] More Information

More Information

Go to " Systems\Accounts [SL] 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 (e.g. John Smith).
• Click twice on the account to which you want to add a 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.

{{Example|title=E.G.|text= '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?

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Keywords AND Misspellings

account, Group, groups, grp, trade, internal