How do I set up buying groups?

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This article explains how to specify the buying group to which a customer invoice should be issued.

Please note: The facility to produce an invoice for a Buying Group is currently implemented in the Sales Order Processing and Workshop systems. It is not available for the Stock Control or Unit Sales systems.

More Information

Create the buying group as a Sales Ledger customer account, following the usual process outlined in this article.

Find the customer to link to the buying group account.

  • [Edit] the customer record.
  • Select the [Invoicing] tab.
  • At the bottom of the page enter the buying group "Account" code in the Invoice override section.
  • Enter a "Reference" for the group if you wish e.g. the reference the buying group hold for your account. This may be up to 15 characters.
  • Click [Done] and [Accept].

Customer Discounts

If you wish to apply automatic discounts to customer invoices, these must be applied to the customer account rather than the buying group account.

See this article for how to set a customer discount structure.

You may still apply one off discounts by item when you create the order or workshop job.

See also

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