Debtor Setup

ThisThe Debtors or Customer setup is aessential sectionand whereserves as a usercentralised createrepository afor newall relevant debtor or Customercustomer or search for an existing customerdata.

Debtors module> Configuration> Debtors Setup

Details Tab.

DebtorsThe detailuser containshas theto enter all essential information aboutof thea debtor.

debtor

Fillor outcustomer all the information required foron this Debtor and remember to save the detailstab

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 CustomerCustomer.  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
RegistrationShort NoName	this is the company registration number
VAT NumberCommission	This is thea taxdrop numberdown forand theonly customershows ifcommission thestructures companysetup isunder VATSystem vendorConfiguration Module
Contact PersonContacts	This is a drop down and only shows contact Names which have being entered from the Contact Persons tab.
CommissionCompany Registration No	This is athe dropcompany downregistration and only shows commission structures setup under System Configuration Modulenumber
EnforceVAT Commission RepNo	TheThis boxis 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

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

 

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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

 

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Contact Tab