How do I set up buying groups?

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Summary

This article explains how to specify the buying group to which a customer invoice should be issued.

Template:Important

More Information

Create the buying group as a Sales Ledger customer account, following the usual process outlined in this article.

Find the customer to link to the buying group account.

  • [Edit] the customer record.
  • Select the [Invoicing] tab.
  • At the bottom of the page enter the buying group "Account" code in the Invoice override section.
  • Enter a "Reference" for the group if you wish e.g. the reference the buying group hold for your account. This may be up to 15 characters.
  • Click [Done] and [Accept].

See also


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Keywords AND Misspellings
new, create, customer, buyer, creating, account