ADM Configuration

Video Training Manual 2016 - Click Here Debtors / Customer Module> Configuration> Debtors / Cust...

Video training Manual 2020 - Click Here Video training Manual 2019 - Click Here The customer in...

Functions Drop Down Debtors Module> Configuration> Debtor Setup> Functions Drop Down This dro...

Debtors Module> Configuration> Debtor Setup> Import Drop Down An import dropdown is a powerful t...

Print and Export customer data   Print Prints the customer list based on the search crit...

 To import multiple new debtors/customers accounts into the database, follow the below procedure:...

Adding in a new Debtor or customer, tabs below defined Details Tab Debtors/ Customer details co...

Debtors setup functions and debtors setup search functions are similar. Some functions allow one...

Standard Drop Down Debtors Module> Configuration> Debtors Setup >Edit Debtor> Standard ...

The recurring debtor setup consists of three steps: Create contract Create invoice temp...

Update can be done on the invoice document or template or customer setup contact person Debtors ...

Linked Brands allows you to link product brands to a specific debtor or customer. if your invent...

Linking Debtor branch accounts to Head office account Debtor sub-accounts are clients that have ...

Debtors Error saving a new customer The system does not allow a Debtors code to be Duplicated...

When the customer is created, the system logs the date it was created. There are several places ...

Automatic Discount works differently in Webatar than in the main system. Setup automatic discoun...

Video training manual 2019 - Click Here  Debtor / Customer Setup > Configuration > Setup    

On hold refers to the status of a debtor or customer account.  On hold allows you to temporarily...

Legal handover is when you have started legal process of a customer for non-payment. Tick the bo...

To setup customers with direct debit or direct order flag follow these two steps: Mark Debtor/...

Debtors Module > Customer setup> Edit customer 1. Improved intelligence on the Customers a...

Setting up documents for Sales margin warning Low Margin Warning If this is enable it w...

Setup the system to automatically put a customer account on hold. Setup a schedule to check cust...

This option allows you to link a sales representative to a specific item group when creating a sa...

This is where additional debtor’s properties are added or amended. If you wish to link debtors t...

The system caters for the categorization of master data as well as transactions. Additional prop...

To be able to select a category from debtor setup or to update debtors import the category needs ...

Invoice group allows you to group and identify certain invoices in order to run detailed reports ...

For every stock item you can choose which account it can post to If you have ten items on an inv...

Allows you to group and identify certain invoices in order to run and analyse information later. ...

Debtors Module> Configuration> Add. Debtor Properties Populate your data in Excel into the below...

To be able to select a credit reason on credit notes credit reasons applicable to your business...

To be able to select shipping terms on sales documents, the respective options need to be setup ...

To be able to select shipping methods on sales documents, the respective options need to be setup...

Debtors will typically have account terms such as COD, 30 days, 60 days etc. for accounts to be s...

Quote template search allows a user to find quotes that have been re-used. Debtors Module> Confi...

You can use the Debtor Discount Matrix to set up a discount structure for specific debtors by pro...