How do I set up buying groups?

Summary

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

PLease note: The facility to produce an invoice for a Buying Group is currently implemented in Sales Order Processing and Workshop. It is not available for the Stock Control or Unit Sales systems.

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

• Creating a new customer or supplier
• Do I have to remember all these customer and supplier codes?
• How do I use buying groups?

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Keywords AND Misspellings

new, create, customer, buyer, creating, account