# Standard Drop Down

#### <span class="ts15">Standard Drop Down</span>

<span style="color: rgb(45, 194, 107);">**<span class="ts15">Debtors Module&gt; Configuration&gt; Debtors Setup &gt;</span><span class="ts15">Edit Debtor&gt; Standard</span>**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/scaled-1680-/5wsimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-10/5wsimage.png)

<table border="1" id="bkmrk-debtor-settings-comp" style="border-collapse: collapse; width: 100%; height: 255.172px;"><colgroup><col style="width: 32.7464%;"></col><col style="width: 67.2536%;"></col></colgroup><tbody><tr style="height: 46.5938px;"><td style="height: 46.5938px;">**Debtor Settings**</td><td style="height: 46.5938px;">Allows a user to tick a tick to suppress the autoload of allocations line on GL cash book</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Company Profile Branches**</td><td style="height: 29.7969px;">Allows you to select branches to be attached to the debtor/ customer</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Branch Link (Tick Is Head Office First)**</td><td style="height: 29.7969px;">Allows you to group debtors/ customers under their head office company</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Branch Ledger Accounts**</td><td style="height: 29.7969px;">Allows you to manage branch setup</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Linked Brands**</td><td style="height: 29.7969px;">Allows you to link brands to a debtor/ customer</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Support Task**</td><td style="height: 29.7969px;">Allows you to link support tasks to a debtor/ customer</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Linked Inventory**</td><td style="height: 29.7969px;">Allows you to link inventory items to a debtor/ customer</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Linked UOM**</td><td style="height: 29.7969px;">Allows you to link unit of measure to a debtor/ customer</td></tr></tbody></table>

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#### Debtor Settings

##### Suppress Autoload of Allocation Lines on GL Cashbook

Put a tick to suppress autoload of allocation lines on the general ledger cash book

Leave a tick off if you do not wish to suppress autoload of allocation lines on the general ledger cash book

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/6wKimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/6wKimage.png)

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##### Margin check and enforce

Margin check and enforce checks sales documents for minimum margin on overall sales document

1. Invoice
2. Quote
3. Sales Order
4. Job Usage invoice
5. Job Percentage invoice

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/mPZimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/mPZimage.png)

**Margin check**

Margin check is per debtor, but set at the system configuration

Margin check, is on Save and process with warning message

<table border="1" id="bkmrk-save-brings-up-a-war" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 19.5378%;"></col><col style="width: 80.4622%;"></col></colgroup><tbody><tr><td>**Save**</td><td>Brings up a warning message to say that this document is trading under margin</td></tr><tr><td>**Process**</td><td>Brings up a warning message to say that this document is trading under margin but with a Continue or Cancel</td></tr></tbody></table>

**Enforce Margin**

Authorised Sales Margin users are setup at the user setup

<table border="1" id="bkmrk-process-brings-up-a-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.5556%;"></col><col style="width: 79.568%;"></col></colgroup><tbody><tr><td>**Process**</td><td>Brings up a warning message to say that this document is trading under margin, but with a continue or cancel</td></tr><tr><td>**Continue**</td><td>Requires that an additional supervisor must authorises the invoice

</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/lgRimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/lgRimage.png)

**System Configuration default settings**

Set defaults for all new debtors to be setup as

1. Creating a new debtor
2. Creating a customer from Webatar mobile app

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/EC8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/EC8image.png)

**Sales Margin Supervisor setup**

Setup user to allow to override enforce margin on process of sales document

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/eHXimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/eHXimage.png)

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#### Company Profile Branches

<span class="ts0">This part shows debtors branches.</span>

<span class="ts0">On the left you will see a list of available Braches and to be able to select a branch you need to move it to the right. </span>

<span class="ts0">To move branch to the right you need to highlight it and click on add branch or double click on it</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/VBpimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/VBpimage.png)

Buttons

<table border="1" id="bkmrk-add-branch-button-us" style="width: 88.8889%; height: 59.3907px;"><colgroup><col style="width: 26.4316%;"></col><col style="width: 73.5684%;"></col></colgroup><tbody><tr style="height: 29.5938px;"><td style="height: 29.5938px;">**<span class="ts0">Add Branch </span>**</td><td style="height: 29.5938px;"><span class="ts0">First, highlight the branch you want to move to the right or want to activate then click add branch</span>

<span class="ts0">If you don't want to click add branch you can double-click the branch you want to select or move across</span>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Delete Branch</span>**</td><td style="height: 29.7969px;"><span class="ts0">Removes branch from the right column to the left column </span><span class="ts0">or double click on the selected branch to deactivate it</span>

</td></tr></tbody></table>

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#### Branch Link (Tick Is Head Office First)

<span class="ts0">Tick on denotes - Head office</span>

<span class="ts0">Links Branches to the head office</span>

<span class="ts0"> [![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/Hi5image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Hi5image.png)</span>

<table border="1" id="bkmrk-add-button-to-add-de" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 27.2099%;"></col><col style="width: 72.8889%;"></col></colgroup><tbody><tr><td>**Add Button**</td><td><span class="ts0">To add debtors/customers associated with the branch you need to click on the select a debtor/ customer drop down</span>

<span class="ts0">Click on the debtor/ customer that you want to add then click add</span>

</td></tr><tr><td>**Grid**</td><td>A list of branches associated with the head office will appear on the grid</td></tr></tbody></table>

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#### Branch Ledger Accounts

<span class="ts0">It’s where debtor’s internal branches are setup for movement of transactions.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(453).png)

<table border="1" id="bkmrk-branch-select-a-bran" style="width: 100%;"><colgroup><col style="width: 26.0831%;"></col><col style="width: 73.9169%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Branch</span>**</td><td><span class="ts0">Select a branch</span></td></tr><tr><td>**<span class="ts0">Is a Branch</span>**</td><td><span class="ts0">If it’s a branch the box will be ticked</span></td></tr><tr><td>**<span class="ts0">Sales Account</span>**</td><td><span class="ts0">Sales account should be selected for the movement of transactions between the branches</span></td></tr><tr><td>**<span class="ts0">Cost of Sales Account</span>**</td><td><span class="ts0">Cost of Sales account should be selected for the movement of transactions between the branches</span></td></tr></tbody></table>

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#### Support Task

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/vVVimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/vVVimage.png)

<table border="1" id="bkmrk-small-arrow-pointing" style="border-collapse: collapse; width: 100%; height: 120px;"><colgroup><col style="width: 26.8519%;"></col><col style="width: 73.2717%;"></col></colgroup><tbody><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Small Arrow Pointing Right**</td><td style="height: 29.7875px;">Highlight a support task you want to move across and click the small arrow to do so</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Big Arrow Pointing Right**</td><td style="height: 29.7875px;">Move all support tasks from available to the selected side</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Small Arrow Pointing Left**</td><td style="height: 29.7875px;">Deactivate one support task by highlighting it and moving it across to the available side </td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Big Arrow Pointing Left**</td><td style="height: 29.7875px;">Deactivate all support tasks by moving them across to the available side</td></tr></tbody></table>

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#### Linked Inventory

Click on the dropdown to select the inventory items you want to link to a debtor/ customer

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/Ieqimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Ieqimage.png)

Buttons

<table border="1" id="bkmrk-add-select-the-inven" style="border-collapse: collapse; width: 100%; height: 59.2px;"><colgroup><col style="width: 24.4653%;"></col><col style="width: 75.51%;"></col></colgroup><tbody><tr style="height: 29.6px;"><td style="height: 29.6px;">**Add**</td><td style="height: 29.6px;">Select the inventory items you want to link to a debtor/ customer then click add</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**Delete**</td><td style="height: 29.6px;">To delete a inventory item linked to a debtor/ customer, select a debtor/ customer then click delete button</td></tr></tbody></table>

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#### Linked UOM

This is where you link a unit of measure associated with a client

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/6egimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/6egimage.png)

<table border="1" id="bkmrk-small-arrow-pointing-1" style="border-collapse: collapse; width: 100%; height: 120px;"><colgroup><col style="width: 26.8519%;"></col><col style="width: 73.2717%;"></col></colgroup><tbody><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Small Arrow Pointing Right**</td><td style="height: 29.7875px;">Highlight unit of measure you want to move across and click the small arrow to do so</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Big Arrow Pointing Right**</td><td style="height: 29.7875px;">Move all unit of measures from available to the selected side</td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Small Arrow Pointing Left**</td><td style="height: 29.7875px;">Deactivate one unit of measure by highlighting it and moving it across to the available side </td></tr><tr style="height: 29.7875px;"><td style="height: 29.7875px;">**Big Arrow Pointing Left**</td><td style="height: 29.7875px;">Deactivate all unit of measures by moving them across to the available side</td></tr></tbody></table>