Step 5. Customer set-up (sales
ledger)
Pre-customer set-up:
1. Create any customer categories (for example, geographic
office, location or customer type).
Notes and
Tips
- Setting up customer and supplier categories is optional. You
can ignore this feature altogether if you do not feel this will be
useful to you.
- Move around the table using the Tab key or Up and Down arrows on your keyboard.
- There are separate rows for customers and suppliers.
Customer and Supplier codes are not connected to each other, and
you can use the same codes for both customers and suppliers as you
see fit. You could, for example, use one of the categories for
geographical area as suggested in the example below - though you
would need to create these codes separately for Suppliers and
Customers.
You can also have customer/supplier categories at a second
level - Cat 1 customers/suppliers being at the top level and Cat 2
customers/suppliers being at the next level. The categories that
you set up here can be linked to the customer or supplier record
and are then used for reporting purposes.
For example, you may have a Cat 1 level for areas and a Cat 2
level for the type of customer:
- Cat 1 - Northwest, Southwest, North, South etc
- Cat 2 - Residential, Hotels, Offices, Shops etc
This would allow you to search for all Offices in the
Northwest Area, or report details for all Hotels in the
North.
2. Create any Prompt Settlement Discounts (PSD) that you use to
encourage your customers to pay promptly - you can then allocate
these to each customer.
Complete the following fields as necessary:
- Code - Displays the
PS Discount Code. This code cannot be modified but the Days and
percentage Rate that relate to a code can be modified or added as
required.
- Days - You can enter
or modify the number of days by selecting (clicking on) the
relevant row and over-typing the current content of the
field.
- Percentage - The PS
Discount rates can be added or amended to meet your needs as
required. To add or change a rate, select the relevant field (click
on it) and over-type the existing value. You can enter discounts of
up to two decimal places (e.g. 2.25).
- Save - Click the
save button to save any
changes that you have made.
