The Defaults tab

To set initial settings for the following defaults

• From the Settings menu, select Customer Defaults.

The following dialogue box displays the analysis categories customised to read Sales Area, Salesman and Cust. Class (Customer Class).



Credit Limit
A credit limit for the account can be entered up to a maximum of 99,999,999.99. This value displays on reports and screen lists to indicate that an account is over a suggested balance.

An asterisk that displays on reports identifies accounts whose balances have already exceeded the credit limit. The fact that a credit limit has been or can be exceeded does not prevent further invoice transactions being added - it merely provides a warning on history report.

Def. N/C
Default (P & L) nominal code for sales to be used with this account.

Def. Tax Code
Choose the default tax code for this account by clicking on the Finder to display the list of tax codes. Select the code from the list that appears. A code can be edited at any time by selecting the Edit button on the Tax Code Lookup screen. See Tax codes for more information. There can be a total of 99 separate tax codes. The default code of T1 is entered automatically on all customer and supplier records.

Disc %

Enter here the customer’s percentage discount. No conditions need apply for this discount to be given, it will simply be applied to all invoice items entered, for example, if 2.00 is entered, then every invoice raised for this customer will be discounted by 2%. If other discounts are also being applied than this discount is simply added.

Additional Disc

Select from this drop-down list whether or not to apply any additional discount on sales to this customer. If additional discount is to be given then this can be based on the value of their invoices or based on the quantity of products bought.

Pay Due Days
Enter usual credit terms, that is, the number of days usually given to customers to pay.

Sett Due Days
Customers can be given a discount for early payment. This value is picked up automatically by the discount feature of invoicing.

Sett. Discount
To offer this customer an early settlement discount, enter the percentage amount in this box. If this percentage amount is entered as a default on the customer's record, then it is entered here automatically. This percentage is added to any other discount amount you have applied to your invoice and the amount the customer owes is calculated automatically.

Currency
Description relating to the currency used by the customer. The program does not handle multi-currency operations, so values must be entered in sterling, but this field may be used by report generator to sort and select accounts.

Department
The default department, as defined in the customer defaults via the Settings menu, will be displayed. This field may be used to analyse transactions by department when creating reports using selection criteria. Drop-down alternatives are available.

Override product tax
Select this check box code for zero rated overseas customers.

Code in invoicing
(Financial Controller edition)

Analysis1, 2, and 3
These three fields can be used to sort and define records to be included in reports. For example, one field can be used for a salesperson's name if one person handles that account. Or a product name might be used if transactions with that customer or supplier generally deal with a specific product. An analysis field might also be used to label the type of supplier or customer, as in wholesaler, retailer or distributor. With such a designation, a report could be listed that pulls the sales to all your distributors. The field names (Analysis1, Analysis2, and so on.) can be edited by going to the Settings menu and selecting Company Preferences, Labels.

Each field accepts up to 30 characters.

Terms
This is a free form text field, allowing up to 30 characters of description to be entered for customer and supplier terms. It will be printed on customer invoices and statements.

The Sales tab

The Sales tab displays, for each month of your financial year, the value of invoices and credit notes sent a customer and the money received from them.

First Invoice
This displays automatically the date of the first invoice sent to this customer. Use the Calendar button to change the entry shown if necessary.

M T D
This value is updated by the program when invoices and credit notes are posted to the account. When entering a new account with a starting balance, this field will be updated with the setup amount. This field is updated regardless of what month transactions are entered in. For instance, if a £100 invoice is entered for the current month and a £100 invoice for the previous month on the same day, the value in this field would be £200. The field is reset to zero when the month end routine is run.

Y T D
The YTD field works in the same way as the This Month field. It accumulates the history throughout the financial year. The starting value is updated when you first set up an account.

Prior Y T D
This field is updated by the program after a year end. Last year's value can be entered if one is not already displayed, or an existing value can be edited.

Graph

The Graph tab shows the Sales tab information as a bar or line graph or scatter plot. Use this tab to show the trends in your customer's monthly transactions.

• Click the Graphs button at the bottom of the dialogue box

The Graph Select dialogue box is displayed.

• Select the information to be displayed