How do I set up buying groups?
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Revision as of 17:45, 10 December 2020 by Katy Kitchen (talk | contribs)
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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 the Sales Order Processing and Workshop systems. 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].
Customer Discounts
If you wish to apply automatic discounts to customer invoices, these must be applied to the customer account rather than the buying group account.
See [[How do I Set Account Pricing for a Customer?|this] article for how to set a customer discount structure.
You may still apply one off discounts by item when you create the order or workshop job.
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?
