Debtor Setup
The Debtors or Customer setup is essential and serves as a centralised repository for all relevant debtor or customer data.
Debtors module> Configuration> Debtors Setup
Details Tab.
The user has to enter all essential information of a debtor or customer on this tab
| Debtors Code |
This is a unique code that identifies the Customer. This code needs to be filled in or the customers/ debtors information will give you an error when trying to save. |
| Name | This is the name of the company |
| Short Name | |
| Commission | This is a drop down and only shows commission structures setup under System Configuration Module |
| Contacts | This is a drop down and only shows contact Names which have being entered from the Contact Persons tab. |
| Company Registration No | This is the company registration number |
| VAT No | This is the tax number for the customer if the company is VAT vendor |
| Website | |
| Debtor Image | It’s the image that has been added under attachment which could be Logo |
| Division | the drop down arrow allows a selection according to the division the debtor is categorized into |
| Status | shows the debtors status, |
| Region | the drop down arrow allows the selection according to the region the debtor is categorized into |
| Category | The box |
| Acc Manager | |
| Billing Group | |
| Partner | |
| Debtory type |
TICK BOXES
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
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
