Menu Path:Customer
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> Maintenance
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> Create Account
- Key in the compulsory field such as Customer name, Credit limit, credit term, Address and Contact Number;
- Click the optional tab to choose the
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- Salesman;
- If got any remark for the customer account can key in at the property Column;
- Click
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- 'Create New Customer Now'
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- .
Credit
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Terms 1:
- The terms
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- indicate when the payment
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- will be due
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- from sales made on the account (or credit).
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- This is just used for a normal credit term and it calculates the number of days for the credit due.
Credit Terms 2
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~ 5:
- This can be used as a grace period controlling and some terms that count both on day and month and etc.
- Each Credit Terms
Set Date & Add Date:
| Set Date (yy,mm,dd) |
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| Add Date (yy,mm,dd) |
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Eg. Sample usage of SET DATE and ADD DATE :
eg1. EOM + 7days
| eg2: 30 days SET DATE: 0-0-0 | eg3: next month before last 7th day SET DATE: 0-0-1 |
The algorithm to calculate the new dates for the invoice credit terms consist of 2 simple functions:
a) setDate(YY1,MM1,DD1)
b) addDate(YY2,MM2,DD2)
Scenario 1:
The credit terms date is next month 7th day.
Assuming today
d0 = 2013 Feb 8
d1 = setDate(d0, 0,0,1); this will return the results as 2013 Feb 1 (0 means don't modify the value)
d2 = addDate(0,1,7); this will return the results as 2013 March 7
Scenario 2:
The credit terms date is 15 days from the current invoice date:
d0 = 2013 Feb 8
d1 = setDate(d0,0,0,0), as we don't need to modify the day value, it will return 2013 Feb 8 (same as d0)
d2 = addDate(d1,0,0,15), we just add 15 days from the current date, results will be 2013 Feb 23
Scenario 3:
The credit date is last day of the same month
d0 = 2013 Feb 8
d1 = setDate(d0, 0,0,1); this will return the results as 2013 Feb 1 (0 means don't modify the value)
d2 = addDate(0,1,-1); this will return the results as 2013 Feb 28 or 29 (depends on which year, basically, adding one month to 1st of March, and minus one day to get the day before)
So, basically, the settings for this column would be :
YY1, MM1,DD1,YY2,MM2,DD2
Tax Option
- There will be two option for tax ie Include Tax and Exclude Tax
- We will set the EMP Configuration to set whether the Item price is Tax Inclusive or Tax Exclusive
- Control Panel
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- > System Admin
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- > EMP Configurations
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- > Tax
Sale Output tax
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- > Item Price Include tax
- Tax Inclusive mean that the Retail Price already including the Tax
- Tax Exclusive mean that the Retail Price not yet Including the Tax
| Scenario 1 | Scenario 2 | Scenario 3 | Scenario 4 |
|---|---|---|---|
| Item : Tax Exclusive Eg 100 Customer : Tax |
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| Exclusive In Invoice : Item - RM |
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| 100 Tax 10% - RM 10 Total RM 100 |
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Item : Tax Exclusive Eg 100 Customer : Tax |
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Inclusive |
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110 |
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Item : Tax Inclusive Eg 100 |
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Inclusive |
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Exclusive |