- Customer >> Maintenance >> 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 sale man
- If got any remark for the customer account can key in at the property Column
- Click ''Create Customer Now''
Credit term
The terms which indicate when payment is due for sales made on account (or credit).- This just use for normal credit term and only use for calculate the no of days
Credit Terms 2 / Credit Terms 3 / Credit Terms 4 / Credit Terms 5 (# 13589)
- This can be use as a grace period controlling and some term that got some count both on day and month and etc.
- Each Credit Terms
- This is use as reset the date of create invoice to certain date
- This is used as the no of date to add on the reset date
Eg. Sample usage of SET DATE and ADD 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)
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
Scenario 1
Item : Tax Exclusive Eg 100
Customer : Tax Exclusive
In Invoice : Item - RM 100
Tax 10% - RM 10
Total RM 100
Scenario 2
Item : Tax Exclusive Eg 100
Customer : Tax Inclusive
In Invoice : Item - RM 110
Total RM 100
Tax Include 10% - RM 10
Scenario 3
Item : Tax Inclusive Eg 100
Customer : Tax Inclusive
In Invoice : Item - RM 100
Total RM 100
Tax Include 10% - RM 9.09
Scenario 4
Item : Tax Inclusive Eg 100
Customer : Tax Exclusive
In Invoice : Item - RM 90.91
Tax 10% -RM 9.09
Total RM 100