Debtor Setup
This is a section where a user create a new debtor or Customer or search for an existing customer
Debtors module> Configuration> Debtors Setup
Details Tab
Debtors detail contains the information about the debtor.
Fill out all the information required for this Debtor and remember to save the details
Clicking all the tabs on top allows adding all the necessary information.
This shows how the debtor’s details are added. Note that the Contact Person, Debtors Image and Commission might be blank to start off. Once you have entered the information the drop downs will show values. And it’s a must to add Debtors Code and name
| Debtors Code | This is a unique code that identifies the Customer |
| Name | This is the name of the company |
| Registration No | this is the company registration number |
| VAT Number | This is the tax number for the customer if the company is VAT vendor |
| Contact Person | This is a drop down and only shows contact Names which have being entered from the Contact Persons tab. |
| Commission | This is a drop down and only shows commission structures setup under System Configuration Module |
| Enforce Commission Rep | The box |
| Debtor Image | It’s the image that has been added under attachment which could be Logo |
Print Statement put a tick if the statements will be printed
Active put a tick if a debtor is active
Email put a tick if the email Statement
Is Head Office put a tick if Consolidate Branch Statements at Head Office Level is required
| Division | the drop down arrow allows a selection according to the division the debtor is categorized into |
| Region | the drop down arrow allows the selection according to the region the debtor is categorized into |
Status shows the debtors status,
Is Head Office - If the company is a Head Office put a tick
Address Tab
It’s where the debtors address. is filled in and allows a user to use buttons to copy the address if it’s the same. “Same as Physical, Same as Postal and Same as Delivery button
When a user is adding a Postal address and the postal address is the same as physical, instead of typing it again, clicking on same as physical button copies all the details from the Physical Address to the Postal address so is the delivery address.
| Insert Address button | to add a new address |
| Amend Address button | to make changes onto existing address |
Contact Tab
