How do I set up customer/supplier attributes?

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 Maintenance Options System Administrator Add or Edit Customer Attributes".

For Suppliers go to " Reports & Settings 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

• Creating a New Customer/Supplier
• How do I use the Retention Centre?

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Keywords AND Misspellings

sales, purchase, customer, supplier, attributes, attribute, attrib