Customer/Supplier Defaults
Customer/Supplier Defaults
To set up supplier defaults:
Step 1: Setup
Click on Setup > Suppliers and Customers menu option.
Step 2: Edit Supplier/Customer
When editing a Customer, under Defaults for transactions using this name: (optional) there are three options
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Note: All fields in this section are optional, only need to fill in the areas that apply to that Customer
- Item Code Option
Select the code that will automatically appear as the default invoice item when creating a receipt for this customer
Invoice codes can be set up by going to the Setup menu and selecting Invoice Items
- Single Dissection Line Option
Enter the reference, account code, enterprise, amount and any notes for the dissection
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Each time the customer is selected, Cashbook will automatically fill out the first dissection line as well as the total amount of the receipt
- Multiple Dissection Lines Option
Enter the reference and gross amount of the transaction. If a gross amount is not entered, a prompt to input a gross amount will appear when adding receipts to that customer. Any number of lines can be entered
Select the Value Type. The different types are as follows:
Dollar Amount: Select dollar amount if that line of the dissection uses a fixed amount
Percentage: Select percentage if the amount for that dissection line is a percentage of the total receipt
Remainder: Select remainder if the amount for that dissection line is what is left over from the other dissection lines
Note: There is no need to enter a number in the Value column when the value type is Remainder
Step 3: Ok
Click OK to save
Article ID 874