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.

DebtorsDebtors/ detailCustomer containsdetails thecontain information about the debtor.

The user has to enter all essential information of a debtor or customer on this tab

After adding all information about a debtor or customer always remember to click save. 

Debtors Code	This is a unique code that identifies the debtor This code needs to be filled in or the customers/ debtors information will give you an error when trying to save.  The code is also used for exports.
Name	Enter a legal customer or debtor name that will appear on all documents.
Short Name	Short name that the company uses for a client
Commission	This is a drop downdropdown and only shows commission structures setupset up under System Configuration Module
Contacts	This is a drop drop-down and only shows contact Namesnames whichthat have beingbeen entered from the Contact Personscontacts tab.
Company Registration No	This is the company registration number
VAT / GST No	This is the tax number for the customer if the company is VAT / GST vendor
Customs Client No (CCN)	The Import / Export code
Website	Enter the website of the company
Debtor Image	It’sThis is the image that has been added under the attachment whiche.g couldcompany be Logo logo
Division	The down arrow allows a selection according to the division the debtor is categorized into
Status	Shows the debtorsdebtor or customer status
Region	The drop downdropdown arrow allowsfacilitates the selection accordingprocess tobased on the regiondebtor's thecategorization debtorwithin istheir categorizedrespective intoregion.
Category	This dropdown arrow facilitates the selection process based on the debtor's or customer category based on the categories that that have been added to the dropdown.
Acc Manager	The dropdown shows a list of accounts managers and only the account manager for the customer or debtor needs to be selected.
Billing Group	The dropdown shows the types of billing groups within the organization and only the right billing group should be selected for the debtor or customer. For example, billing groups can be categorized as monthly or annually
Partner	Select the business partner for the debtor or customer on the dropdown.
Debtor type	The dropdown shows different debtor types whether it is a debtor/ customer or a prospect.  Select the correct debtor type on the dropdown.

Tick Boxes 

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

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 (Mobile App)
Email Statement	Put a tick if the email Statement
Is Head Office	Put a tick if Consolidate Branch Statements at Head Office Level is required
Enforce Commission 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