Difference between revisions of "How do I create a sales or purchase centre?"
From Catalyst
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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. | + | 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". | ||
− | * | + | * At {{DataPrompt|Sales Centre :}}, enter the new code you wish to create. |
− | + | * 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|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 {{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?]] | ||
− | + | * [[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
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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