Menu Path: Customer > Maintenance > Create Account

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To prevent the creation of duplicate accounts, 'click here to search first'.
The 'Account PKID' will be self-generated by the system.
Enter the company's name. Company or Customer Name → Tick 'Disable Name Checking for Corporate Account' if you do user does not want system to check if that account name already exists.
Input and Account Code Prefix if you have a designated one. Otherwise, just ignore it because the system will append a code to it.
Under terms, select a number of credit period the customer is allowed to receive. Please check with the relevant persons first. Do the same for credit limit.
Also, the credit settings may be fixed as drop-down list or set as default amount under Customer Module Configurations.
(continue from above) Enter a description.
Select a 'Type' of whether the customer is a Personal or Corporate client.
Type in a Company Registration No., Co. Email and Homepage.
Enter the Telephone numbers (please see Customer Module Configurations) and Address according to the label.
Pick a Status of 'OK' or 'Blacklisted'. If the status is set to Blacklisted, the user will not be able to issue SO and invoice to that customer.
For Customer Type, you can configure to set your own options in the Configure Drop Down List to describe the customer.
Select the Salesman's name responsible for the customer.

Under Factor:

 Discount - how much discount the customer is entitled to for every sales transaction.
Pricing - the remainder after discount
eg. Price = 1 - Discount
               = 1 - 10%
               = 1 - 0.1
               = 0.9 or 90% of original price 
Price and Discount must always = 100%

Enter the areas in the Property section.
Finally, click 'Create New Customer Now'.

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Credit Terms 1:

The terms indicate when the payment will be the existence
Key in Account Code Prefix → the code from previous account software or leave it blank to let system auto generate the prefix code
Select the Tax Configuration for the customer → make sure the T ax Code is exist
Select the Type of the customer → personal or corporate
Key in additional information on email, address, tax id, registration number and contact number → check Customer Configurationto setup the compulsory fields

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Key in Secondary Address and Contact Number → if any
Select Status → OK or Black Listed to proceed to buy any stock.
Select Customer Type, Salesman and Category → if any configuration on drop down list
Select Tax Option → customer tax will overwrite Item Tax Configuration or leave it blank to follow back Item Tax Configuration

Scenario 1

Scenario 2

Scenario 3

Scenario 4

Item : Tax Exclusive Eg 100
Customer : Tax Exclusive
In Invoice : Item - RM 100
Tax 10% - RM 10
Total RM 100

Item : Tax Exclusive Eg 100

Customer : Tax Inclusive
In Invoice : Item - RM 110
Total RM 100
Tax Include 10% - RM 10

Item : Tax Inclusive Eg 100
Customer : Tax Inclusive
In Invoice : Item - RM 100
Total RM 100
Tax Include 10% - RM 9.09

Item : Tax Inclusive Eg 100

Customer : Tax Exclusive
In Invoice : Item - RM 90.91
Tax 10% -RM 9.09
Total RM 100

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Key in the Credit Term and Credit Limit
- Credit Terms 1 → the terms indicate when the payment will due from sales made on the account (or credit). 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
- user 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)	This is used to reset the date of the create invoice to a certain date.
Add Date (yy,mm,dd)	This is used as the number of dates to be added on the reset date.

...

eg1. EOM + 7days

SET DATE: 0-0-1
ADD DATE: 0-1-7

eg2: 30 days

SET DATE: 0-0-0
ADD DATE: 0-0-30

eg3: next month before last 7th day

SET DATE: 0-0-1
ADD DATE: 0-2-(-7)

Please check the Configuration for the default Credit Limit and Terms or Naming of Credit Terms

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Custom Field Tab is used to put additional informations as per usage → make sure to configure the custom field

Panel

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 > System Admin > EMP Configurations > Tax
Sale Output tax > 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

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