You will need to define Customer in Sales Menu for your organization.
| Field | Type | Description | Example 1 | Example 2 |
|---|---|---|---|---|
| Code | Alphanumeric | Customer Code | a001 | cash |
| Description | Text | Customer Name | ABC COMPANY | Cash Customer |
| Payment Term | Lookup | Search For Payment Term | 30 Days | COD | Cash on delivery |
| Credit Limit | Lookup | Search For Credit Limit | 20,000.00 | cash |
| Tax Num | Alphanumeric | Tax Number | 3126632909 | N/A |
| Trade Acc | Lookup | Search For Trade Account | 120100 | ACCOUNT RECEIVABLE | 510100 | COST OF GOOD SOLD - PRODUCTS |
| Payment Acc | Lookup | Search For Payment Account | 210200 | CUSTOMER PAYMENT/DEPOSIT IN-TRANSIT | 110100 | CASH AT BANK |
| Refund Acc | Lookup | Search For Refund Account | 120200 | CUSTOMER REFUND ACCOUNT | 110100 | CASH AT BANK |