Difference between revisions of "How do I assign attributes to a customer or supplier?"
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== More Information == | == More Information == | ||
| − | Go to {{Menu | + | Go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier File Maintenance|Add or Edit Customers/Suppliers}}. |
| − | * Select the account or [[Do I have to remember all these | + | * Select the account or [[Do I have to remember all these customer and supplier codes?|search]] for a customer/supplier. |
| − | * Click on the {{Tab|Attributes}} | + | * Click on the {{Tab|Attributes}} tab. |
* Select the attribute to allocate to this account and click the {{Button|->}} button. | * Select the attribute to allocate to this account and click the {{Button|->}} button. | ||
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
Revision as of 06:28, 10 January 2019
Summary
Attributes can be assigned to customers and suppliers to indicate certain characteristics, e.g. to specify customers to exclude from mailshots, to highlight a priority customer or to indicate types of suppliers etc.
More Information
Go to " Sales Ledger/Purchase Ledger Customer/Supplier File Maintenance Add or Edit Customers/Suppliers".
- Select the account or search for a customer/supplier.
- Click on the [Attributes] tab.
- Select the attribute to allocate to this account and click the [->] button.
- Click [Done] and [Accept].
See also
- How do I set up Customer/Supplier Attributes?
- How do I Create a New Task in Tasks Outstanding?
- How do I Highlight Priority Customers?
- Getting started - Retention Centre
- How do I exclude customers from bulk mailing?
