Difference between revisions of "How do I create a sales or purchase centre?"

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{{Review}}
 
{{Review}}
 
== Summary ==
 
== 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.
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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 ==
 
== More Information ==
 
Go into "Sales Ledger" -> "Maintenance Options" -> "Centre Maintenance" -> "Add or Edit Centres".
 
Go into "Sales Ledger" -> "Maintenance Options" -> "Centre Maintenance" -> "Add or Edit Centres".
* Enter the new code you wish to create in the "Sales Centre" and press {{KeyPress|Enter}}.
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* At {{DataPrompt|Sales Centre :}}, enter the new code you wish to create.
* Enter a suitable description for the Sales Centre and press {{KeyPress|Enter}}.
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* At {{DataPrompt|Description :}}, enter a suitable description for the Sales Centre.
* Enter a short description of the "Revenue Type" of this centre and press {{KeyPress|Enter}}.
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* 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.
* In the "Allocate to Nominal Centre", type in the Nominal Code to which you wish to link.  If this does not exist, see [[How do I Create a Nominal Code?]].
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* At {{DataPrompt|Allocate to Nominal Centre :}}, type the Nominal Code to which you wish to link.  If this does not exist, see [[How do I Create a Nominal Code?]].
* If this Sales Centre also requires a Cost of Sales Centre then enter it in the "Cost of Sales Centre". Once again, if the Cost of Sales Centre doesn't exist, see [[How do I Create a Nominal Code?]].
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* 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?]].
 
* Press {{KeyPress|Esc}} and click {{KeyPress|Accept}}.
 
* Press {{KeyPress|Esc}} and click {{KeyPress|Accept}}.
  
 
== See also ==
 
== See also ==
 
* [[How do I Create a Nominal Code?]]
 
* [[How do I Create a Nominal Code?]]
 
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* [[What is a Sales or Purchase Centre?]]
  
 
{{KB_Tags|Sales Centre, Purchase Centre}}
 
{{KB_Tags|Sales Centre, Purchase Centre}}

Revision as of 16:26, 19 September 2008

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" -> "Maintenance Options" -> "Centre Maintenance" -> "Add or Edit Centres".

  • At "Sales 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 centre.
  • At "Allocate to Nominal Centre :", type the Nominal Code to which you wish to link. If this does not exist, see How do I Create a Nominal Code?.
  • 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?.
  • Press <Esc> and click <Accept>.

See also


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Keywords AND Misspellings
Sales Centre, Purchase Centre