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 theFull name of the company
Short Name	Shortname that the company uses for a client
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 dropThe 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 

TICKTick boxes BOXESare pretty simple to use. If the box is ticked this means yes and if a box is not ticked this means no. 

put

put

put

Status

showsthe

Is Head Office - If the company is a Head Office put

Print Statement	Put a tick if the statements will be printed
Active	Put a tick if a debtor is active
Sync to Mobile	Put a tick if you want the customer to be synced to your Webatar App.
Email putStatement	Put a tick if the email Statement
Is Head Office	Put a tick if Consolidate Branch Statements at Head Office Level is required
Enforce debtorsCommission status, Rep	Put a tick  if you want to enforce sales rep commission against a customer or debtor

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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

In this Field you will insert the customers Contact details

these could be the generic company information.

Telephones	debtors telephone numbers, fax, and mobile number
Statement	email address of the person the statements will be emailed to
Website	Debtor’s website