Menu Path: 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 Salesman;
- If got any remark for the customer account can key in at the property Column;
- Click 'Create New Customer Now'.
Credit Terms 1:
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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 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). This is just used for
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
- user as
- grace period controlling and some terms that count both on day and month and etc
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 |
- 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 |
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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
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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
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Related Wiki Pages:
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