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Content Page

Customer

Invoicing Tab

Payments tab

 

Customer

Select from side menu or search customers

 

Customers Card

  • : Specific a number which is easy to understand, this serves as a key
  • Name: Customer name
  • Blocked:
    • Empty: normal status
    • Ship: block goods ship to customer
    • Invoice: block issues invoice to customer
    • All: Block all operation to this customer
  • Responsibility Center: Define Sales Teams of this customers
  • ABN / Registered: mandatory field for GST report post correctly

Address & Contact tab: default address for billing and shipping, emails and home page, additional ship-to address can be entered via Ship-to address

Invoicing Tab

  • GST Posting Group: define this is an export customer (exempted from GST) or normal GST customer
  • Customer Price Group: related to item selling price settings, please check “Item” manual
  • Currency Code: defined the default invoice currency

Payments tab

  • Prepayment %: default prepayment for Sales Order
  • Payment Terms: default payment terms code for Sales Invoice
  • No labels