Difference between revisions of "How do I create a sales or purchase centre?"
From Catalyst
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== More Information == | == More Information == | ||
| − | Go into {{Menu|{{SL}}|Maintenance Options|Centre Maintenance|Add or Edit Centres}}. | + | Go into {{Menu|{{SL}} or {{PL}}|Maintenance Options|Centre Maintenance|Add or Edit Centres}}. |
| − | * At {{DataPrompt|Sales Centre :}}, enter the new code you wish to create. | + | * At {{DataPrompt|Sales\Purchase Centre :}}, enter the new code you wish to create. |
* At {{DataPrompt|Description :}}, enter a suitable description for the Sales Centre. | * At {{DataPrompt|Description :}}, enter a suitable description for the Sales Centre. | ||
| − | * At {{DataPrompt|Revenue Type :}}, enter a shorthand description of this code and press {{KeyPress|Enter}}. This will be used for creating new nominal codes automatically that are related to this sales centre. | + | * At {{DataPrompt|Revenue Type :}}, enter a shorthand description of this code and press {{KeyPress|Enter}}. This will be used for creating new nominal codes automatically that are related to this sales\purchase centre. |
* At {{DataPrompt|Allocate to Nominal Centre :}}, type the Nominal Code to which you wish to link. | * At {{DataPrompt|Allocate to Nominal Centre :}}, type the Nominal Code to which you wish to link. | ||
| − | {{ | + | {{Tip|text=If you do not have a nominal centre created already you can enter the number and press {{KeyPress|S-F10}} to create one for more Help on this see [[How do I Create a Nominal Code?]].}} |
* This short section applies only to the {{SL}}. At {{DataPrompt|Cost of Sales Centre :}}, enter the Nominal Code for the cost of sales relating to these sales. Once again, if the Cost of Sales Centre doesn't exist, see [[How do I Create a Nominal Code?]]. | * This short section applies only to the {{SL}}. At {{DataPrompt|Cost of Sales Centre :}}, enter the Nominal Code for the cost of sales relating to these sales. Once again, if the Cost of Sales Centre doesn't exist, see [[How do I Create a Nominal Code?]]. | ||
| − | {{Note | + | {{Note|text=Please ensure you understand how the cost of sales works and is switched on before entering a cost of sale centre. see [[Stock Integration to the Nominal Ledger]]}} |
* Press {{KeyPress|Esc}} and click {{KeyPress|Accept}}. | * Press {{KeyPress|Esc}} and click {{KeyPress|Accept}}. | ||
== See also == | == See also == | ||
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* [[How do I Create a Nominal Code?]] | * [[How do I Create a Nominal Code?]] | ||
* [[What is a Sales or Purchase Centre?]] | * [[What is a Sales or Purchase Centre?]] | ||
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* [[How do I Print a List of Purchase Centres?]] | * [[How do I Print a List of Purchase Centres?]] | ||
* [[How do I Print a List of Nominal Centres?]] | * [[How do I Print a List of Nominal Centres?]] | ||
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{{KB_Tags|Centre, Center, sales, purchase, Sales Centre, Purchase Centre}} | {{KB_Tags|Centre, Center, sales, purchase, Sales Centre, Purchase Centre}} | ||
{{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}} | {{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}} | ||
Revision as of 21:53, 15 September 2013
Summary
This article explains how to set up Sales and Purchase Centres within Platinum. For the purposes of this document, Sales Ledger and Purchase Ledger are interchangeable.
More Information
Go into " Sales Ledger or Purchase Ledger Maintenance Options Centre Maintenance Add or Edit Centres".
- At "Sales\Purchase Centre :", enter the new code you wish to create.
- At "Description :", enter a suitable description for the Sales Centre.
- At "Revenue Type :", enter a shorthand description of this code and press <Enter>. This will be used for creating new nominal codes automatically that are related to this sales\purchase centre.
- At "Allocate to Nominal Centre :", type the Nominal Code to which you wish to link.
 | If you do not have a nominal centre created already you can enter the number and press <Shift+F10> to create one for more Help on this see How do I Create a Nominal Code?. |
- This short section applies only to the Sales Ledger. At "Cost of Sales Centre :", enter the Nominal Code for the cost of sales relating to these sales. Once again, if the Cost of Sales Centre doesn't exist, see How do I Create a Nominal Code?.
 | Please ensure you understand how the cost of sales works and is switched on before entering a cost of sale centre. see Stock Integration to the Nominal Ledger |
- Press <Esc> and click <Accept>.
See also
- How do I Create a Nominal Code?
- What is a Sales or Purchase Centre?
- Stock Integration to the Nominal Ledger
- How do I Find a Cost Centre?
- How do I Print a List of Sales Centres?
- How do I Print a List of Purchase Centres?
- How do I Print a List of Nominal Centres?
