Open the Traders menu and select either Customers or Suppliers; this will display the appropriate trader listing screen. You can create your new Customers or Suppliers by clicking on the Add button. The only information required to make a start is a code and name, but there are further fields you may fill in which will help with data entry.
The code can be up to 10 alphanumeric digits and must be unique to that trader. You must also enter a name.
If the trader is both a Supplier and a Customer and you want the trader to appear the same in both trader ledgers, then drag the Is Supplier/Is Customer button to show blue. If the trader is both a customer and supplier, then the defaults/terms for both ledgers can be entered.
Defaults/Terms
There is a section where you can enter any defaults for the trader, including all or any of item, nominal, enterprise, analysis and VAT codes.
The Terms Type is selected from the drop-down menu.
The Terms Days will enable the Due date to be calculated automatically from the invoice date, on invoice entry.
The Address, Contact Details and Bank Details can also be entered in this section.
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