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The system caters for the categorization of master data as well as transactions. Additional properties are used for these categorizations.  Several fields in the system can be used for categorization purposes such as Division, Region, Category, Billing group...

You can use the Debtor Discount Matrix to set up a discount structure for specific debtors by product brand This can be setup per a specific product group or various product groups that make up a product Brand Example: The brand may be: Matrixs And Matrix...

 To import multiple new debtors/customers accounts into the database, follow the below procedure: Go to Debtors/Customer Module> Configuration> Debtor/Customer Setup> Import/ Export Drop Down Click the Import/ Export Drop down Select Debtor/Customer Impor...

The recurring debtor setup consists of three steps: Create contract Create invoice template Apply to debtor Step 1: Creating Contract Go to Systems configuration> General menu> Recurring Transactions f To set up the contract  Co...

Go to Debtors Module> Activity> Sales Orders  Search the required Sales order You need to change the search screen status to find Sales orders that have already been confirmed and migrated from preparation status  Once you have found the required sales ...

Linked Brands allows you to link product brands to a specific debtor or customer. if your inventory items are inked to brands and the item is invoiced, the Brand is automatically linked to the debtor along with the invoice date. This indicates the date the br...

  The systems caters for applying budgets or targets against product brands.  To setup targets per brands go to:  Inventory Module > Configuration > Brand Make Model setup Click search to return existing Brands    Click once on the required Brand to sel...

Case Lots Tab Active to activate case lots Conversion Result Item Prompt for result Save And New Saves the current form then reopens it so that you don’t have to constantly close and open the form if you wish to create more than one Un...

The advance Unit of Measure setup caters for linking multiple units of measure to a UOM type. one could for instance sell the same product but in various pack sizes example: Grain could be sold in 1Kg, 2Kg or 5Kg packets  In which case the UOM Type could be...

Service and Custom Items  Service and Custome item cost prices can be edited on the Item setup. To add or edit the unit cost price of service and Custom items go to: Inventory Module> Configuration> Inventory Setup Search the required service or custom ite...

Adding an item To create a new inventory item, click on the Add button Fill in all the relevant information on the inventory item. You will have to fill in the category type example, stock, service or custom. Stock physical items such as a ruler. ...

Creating a Fixed Asset from the Inventory Module   Inventory Module> Configuration> Item Setup The minimum data requirement for a Fixed Asset Inventory item in the Inventory Module is the item code for the fixed asset item, the description, and basic defaul...

Default Setting for Fixed Assets Before creating a Fixed Asset for Asset Management it is necessary to populate the default values System Configuration> Administration> Defaults> Asset Tab Fixed Asset Minimum Balance For Transactions as determined by comp...

Depreciation Transactions Depreciation transactions require the following setup: Financial Period Block Period Fixed Asset Schedule Setup Activate Fixed Asset Depreciation Schedule Block Period Fixed Asset System Configuration> Adminis...

Custom Item Setup  A custom item is a non stock item or intangible item that does not form part of your stock holding or stock control. Typically a custom item will be used for expenses that you wish to run through the creditors module and generate Purchase o...

To be able to select a credit reason on credit notes credit reasons applicable to your business needs to be created first To add or edit a credit reason go to: Debtors module> Configuration> Add. Debtor Properties> Credit Reason Click the tab Credit Reaso...

To be able to select shipping terms on sales documents, the respective options need to be setup To add or edit a shipping term go to: Debtors module> Configuration> Add. Debtor Properties Click the tab Shipping Terms Click Add To create a new Shipping te...

To be able to select shipping methods on sales documents, the respective options need to be setup To add or edit a shipping methods go to: Debtors module> Configuration> Add. Debtor Properties Click the tab Shipping Methods Click Add To create a new Ship...

Debtors will typically have account terms such as COD, 30 days, 60 days etc. for accounts to be settled. There are however instances where you may wish to allow an exception to these terms and apply special payment terms for specific purchases or you may have...

The collections is a schedule of outstanding debtors the collections schedule allows one to enter notes on correspondence with clients that have monies due to create a collections schedule go to: Debtors Module> Reports >Age analysis Serach the period you ...