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Video training manual 2019 - Click Here  Debtor / Customer Setup > Configuration > Setup    

This is where additional debtor’s properties are added or amended. If you wish to link debtors to Divisions, Regions and Invoice groups, this is where you would set up these respective properties. To create a new Division for example, click the relevant Tab ...

To be able to select a category from debtor setup or to update debtors import the category needs to be created first This is where the category is created To add or edit a category go to: Debtors module> Configuration> Add. Debtor Properties> Category Tab ...

Invoice group allows you to group and identify certain invoices in order to run detailed reports To setup invoice group go to: Debtors Module> Configuration> Add. Debtor Properties> Invoice Group Tab Click add to create a new invoice group or click Edit to ...

For every stock item you can choose which account it can post to If you have ten items on an invoice and 1 is selected with sales item mapping it will not follow the posting of an invoice but it will follow the setup done on item mapping This manual shows on...

Allows you to group and identify certain invoices in order to run and analyse information later. Debtors Module> Add. Debtors Properties> Billing Group Tab> Add/Edit Code Enter a billing group code Description Enter billing Group description ...

Debtors Module> Configuration> Add. Debtor Properties Populate your data in Excel into the below template: The input in the Division, Region, Status and Category fields is always the respective field code, not the description on the field setup.  (this is ...

Video Training Manual 2016 - Click Here Debtors / Customer Module> Configuration> Debtors / Customer Setup The Debtors or Customer setup is essential and serves as a centralised repository for all relevant debtor or customer data. In the Debtor setup search...

Adding in a new Debtor or customer, tabs below defined Details Tab Debtors/ Customer details contain 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 debt...

Legal handover is when you have started legal process of a customer for non-payment. Tick the box for legal handover. Legal Hand Over Detail This is where you complete the legal law firm details and file number for a debtor/ customer you want to handove...

To setup customers with direct debit or direct order flag follow these two steps: Mark Debtor/ Customer as debit order by adding a tick to the tick box Input information all the necessary information required  Debtors/ Customer Module> Configuration> De...

Update can be done on the invoice document or template or customer setup contact person Debtors Module> Configuration> Debtors Setup> Edit Debtor> Contact Person> Add There are two option  All Open Recurring All Open Preparation This will upda...

Automatic Discount works differently in Webatar than in the main system. Setup automatic discount on customer setup Debtors Module> Configuration> Debtor Setup> Account Details Tab The tick indicates that this discount needs to be applied.  If a tick is off...

Debtors Module > Customer setup> Edit customer 1. Improved intelligence on the Customers and Suppliers 2. Time log to invoice a. Additional key words on Customers and Suppliers a. Skip summary screen b. Exclude customers or suppliers from sy...

Standard Drop Down Debtors Module> Configuration> Debtors Setup >Edit Debtor> Standard Debtor Settings Allows a user to tick a tick to suppress the autoload of allocations line on GL cash book Company Profile Branches Allows you to select bran...

Functions Drop Down Debtors Module> Configuration> Debtor Setup> Functions Drop Down This drop down defines actions against a Debtor or Customer Create Sales Lead Allows you to easily create a sales lead from a debtor or customer screen if they w...

Debtors Module> Configuration> Debtor Setup> Import Drop Down An import dropdown is a powerful tool that organises and simplifies the process of bringing external data into Huge ERP system.  Import dropdown is essential for maintaining accurate and up-to-dat...

Print and Export customer data   Print Prints the customer list based on the search criteria  

Video training Manual 2020 - Click Here Video training Manual 2019 - Click Here The customer inquiry window allows you to view the customer at a quick glance Information on invoices in payments. This can be accessed at the customer setup or if you edit the ...

Debtors Module> Activity> Customer Dashboard Customer dashboard is like your personal control center for all things related to your customers. It's a webpage or screen that brings together important info and key stats about your interactions with customers. ...