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

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* 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 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?]].
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* At {{DataPrompt|Allocate to Nominal Centre :}}, type the Nominal Code to which you wish to link.   
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{{Tip|title=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?]].}}
 
* 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?]].
 
* 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|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]]}}
 
{{Note|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]]}}
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* Press {{KeyPress|Esc}} and click {{KeyPress|Accept}}.
 
* Press {{KeyPress|Esc}} and click {{KeyPress|Accept}}.
  
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* [[What is a Sales or Purchase Centre?]]
 
* [[What is a Sales or Purchase Centre?]]
 
* [[Stock Integration to the Nominal Ledger]]
 
* [[Stock Integration to the Nominal Ledger]]
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* [[How do I Find a Cost Centre?]]
  
{{KB_Tags|Sales Centre, Purchase Centre}}
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{{KB_Tags|Centre, Center, sales, purchase, Sales Centre, Purchase Centre}}
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{{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}}

Revision as of 11:17, 20 August 2009

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.
Tip: 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?.
  • 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


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Keywords AND Misspellings
Centre, Center, sales, purchase, Sales Centre, Purchase Centre