Menu Path:Customer
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> Maintenance
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Credit term
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> Create Account
- 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 or Customer Name → Tick 'Disable Name Checking for Corporate Account' if user does not system to check 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 Gender
- Select the Tax Configuration for the customer → make sure the Tax 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 Configuration to setup the compulsory fields
- 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 |
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| 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 | 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 |
- 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).
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This is just used for normal credit term and
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it calculates the number
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of days for the credit due
- Credit Terms 2
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- ~ 5 → This can be
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- user as
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- grace period controlling and some terms that count both on day and month and etc
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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 |
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- Please check the Configuration for the default Credit Limit and Terms or Naming of Credit Terms
- Custom Field Tab is used to put additional information as per usage → make sure to configure the custom field
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The algorithm to calculate the new dates for the invoice credit terms consist of 2 simple functions: Scenario 1: |
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today Scenario 2: Scenario 3: So, basically, the settings for this column would be : |
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
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Related Wiki Pages:
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