Applying customer or supplier groups
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Revision as of 10:40, 8 August 2013 by Tim Laundon (talk | contribs)
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Summary
The following article explains how to apply a account group to an account code and set up its parameters accordingly.
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.
- 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. |
- 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?
