Difference between revisions of "How do I create a sales or purchase centre?"
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== Summary == | == Summary == | ||
| − | This article explains how to set up Sales and Purchase Centres within Platinum. For the purposes of this document, | + | This article explains how to set up Sales and Purchase Centres within Platinum. For the purposes of this document, {{SL}} and {{PL}} are interchangeable. |
== More Information == | == More Information == | ||
| − | Go into | + | |
| − | * At {{DataPrompt| | + | === Creating a New Centre === |
| − | * At {{DataPrompt|Description :}}, enter a suitable description for the | + | Go into {{Menu|{{SL}} or {{PL}}|Maintenance Options|Centre Maintenance|Add or Edit Centres}}. |
| − | * At {{DataPrompt|Revenue | + | |
| − | * At {{DataPrompt| | + | ; Details |
| − | * At {{DataPrompt|Cost of | + | * Press {{Button|Add}} to create your new centre. |
| − | * Press {{ | + | * At {{DataPrompt|Centre:}}, enter the new code you wish to create. |
| + | ** You can use {{KeyPress|A-F1}} to use the next available centre. | ||
| + | * At {{DataPrompt|Description:}}, enter a suitable description for the centre. | ||
| + | * At {{DataPrompt|Revenue type:}}, enter a shorthand description of this code. | ||
| + | ** This will be used for creating new nominal codes automatically that are related to this sales\purchase centre. | ||
| + | * At {{DataPrompt|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 {{KeyPress|S-F10}} to create one. | ||
| + | ** See [[How do I create a nominal code?]]. | ||
| + | |||
| + | ; Details - Cost of Sales | ||
| + | {{Note|text=Please ensure you understand how the cost of sales works and is switched on before entering a ''cost of sale'' or ''work in progress'' centre. | ||
| + | * See [[Stock integration to the nominal ledger]].}} | ||
| + | * At {{DataPrompt|Cost of sales centre:}}, enter the Nominal Code for the cost of sales relating to these sales. | ||
| + | * At {{DataPrompt|Work in progress centre:}}, enter the Nominal Code for the work in progress relating to these sales. | ||
| + | |||
| + | ; Attributes | ||
| + | * You can allocate attributes to your centre for detailed reporting. | ||
| + | |||
| + | ; Notes | ||
| + | * Enter any notes you wish to store against this centre. | ||
| + | |||
| + | Once you have entered all your centre details press {{Button|Done}} and {{KeyPress|Accept}} your new centre. | ||
| + | |||
| + | === Copying an Existing Centre === | ||
| + | Go into {{Menu|{{SL}} or {{PL}}|Maintenance Options|Centre Maintenance|Add or Edit Centres}}. | ||
| + | |||
| + | * At {{DataPrompt|Search on:}} find the centre you want to copy with {{Button|Search}} or {{Button|List}}. | ||
| + | * Press {{Button|Copy}} to copy your selected centre. | ||
| + | * The next available number will be generated but you may over type this with a number of your choice if you wish. | ||
| + | {{Information|text=Please note you may not choose a centre which is already in use as you cannot merge centre details.}} | ||
| + | * All details will be copied. | ||
| + | ** Amend the {{DataPrompt|Description}} and any other details to suit. | ||
| + | |||
| + | * Click {{Button|Done}} and {{KeyPress|Accept}}. | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[What is a sales or purchase centre?]] |
| − | * [[ | + | * [[How do I create a nominal code?]] |
| + | * [[Stock integration to the nominal ledger]] | ||
| + | |||
| + | {{KB_Tags|centre, center, sales, purchase, sales centre, purchase centre, cost centre}} | ||
| + | {{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Admin}} | ||
| − | {{ | + | {{KB_Ref|GR52}} |
Latest revision as of 05:29, 7 October 2020
Contents
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
Creating a New Centre
Go into " Sales Ledger or Purchase Ledger Maintenance Options Centre Maintenance Add or Edit Centres".
- Details
- Press [Add] to create your new centre.
- At "Centre:", enter the new code you wish to create.
- You can use <Alt+F1> to use the next available centre.
- At "Description:", enter a suitable description for the centre.
- At "Revenue type:", enter a shorthand description of this code.
- This will be used for creating new nominal codes automatically that are related to this sales\purchase centre.
- At "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.
- See How do I create a nominal code?.
- Details - Cost of Sales
 | Please ensure you understand how the cost of sales works and is switched on before entering a cost of sale or work in progress centre. |
- Attributes
- You can allocate attributes to your centre for detailed reporting.
- Notes
- Enter any notes you wish to store against this centre.
Once you have entered all your centre details press [Done] and <Accept> your new centre.
Copying an Existing Centre
Go into " Sales Ledger or Purchase Ledger Maintenance Options Centre Maintenance Add or Edit Centres".
- At "Search on:" find the centre you want to copy with [Search] or [List].
- Press [Copy] to copy your selected centre.
- The next available number will be generated but you may over type this with a number of your choice if you wish.
 | Please note you may not choose a centre which is already in use as you cannot merge centre details. |
- All details will be copied.
- Amend the "Description" and any other details to suit.
- Click [Done] and <Accept>.
See also
- What is a sales or purchase centre?
- How do I create a nominal code?
- Stock integration to the nominal ledger
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Tags
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