Difference between revisions of "Sales/Purchase Codes"
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| − | + | ===In This Section=== | |
| + | This is where you can setup any Sales or Purchase Codes to be used throughout the system and edit any codes. | ||
| − | == '''Create New Code (and Edit existing code)''' == | + | === '''Create New Code (and Edit existing code)''' === |
'''Create New Code'''<br /> | '''Create New Code'''<br /> | ||
| − | + | Here you can specify the code to use, for those used to Sage, this is a code like 4000, 5000, etc.<br /> | |
'''Description'''<br /> | '''Description'''<br /> | ||
| − | + | Specify the description to be used throughout the system here. | |
'''Use for Sales'''<br /> | '''Use for Sales'''<br /> | ||
| − | Tick this box to use this code for Sales. | + | Tick this box to use this code for Sales. |
'''Use for Purchases'''<br /> | '''Use for Purchases'''<br /> | ||
| − | + | Tick this box to use this code for Purchases. | |
'''Active'''<br /> | '''Active'''<br /> | ||
| − | + | Tick this box to make the code active. | |
'''Default'''<br /> | '''Default'''<br /> | ||
| − | + | Tick this box to make this code the default (one default available for Sales and Purchases). | |
| − | == '''List Codes''' == | + | '''Xero Code'''<br /> |
| + | This is a xero accounting code. | ||
| + | |||
| + | Once you've entered all of the correct information, click [[File:Create-green.png|alt=Create|link=|Create]] | ||
| + | |||
| + | '''Action'''<br /> | ||
| + | Click [[File:Green-edit.PNG|alt=Edit|link=|Edit]] to Edit that entry.<br /> | ||
| + | Click [[File:Delete-.PNG|alt=Delete|link=|Delete]] to Delete that entry. | ||
| + | |||
| + | === '''List Codes''' === | ||
The table below the Creation (or Edit) fields will list all of the current codes setup with the ability to "Edit" or "Delete" them. | The table below the Creation (or Edit) fields will list all of the current codes setup with the ability to "Edit" or "Delete" them. | ||
Latest revision as of 17:00, 29 August 2023
In This Section
This is where you can setup any Sales or Purchase Codes to be used throughout the system and edit any codes.
Create New Code (and Edit existing code)
Create New Code
Here you can specify the code to use, for those used to Sage, this is a code like 4000, 5000, etc.
Description
Specify the description to be used throughout the system here.
Use for Sales
Tick this box to use this code for Sales.
Use for Purchases
Tick this box to use this code for Purchases.
Active
Tick this box to make the code active.
Default
Tick this box to make this code the default (one default available for Sales and Purchases).
Xero Code
This is a xero accounting code.
Once you've entered all of the correct information, click 
Action
Click 
to Edit that entry.
Click 
to Delete that entry.
List Codes
The table below the Creation (or Edit) fields will list all of the current codes setup with the ability to "Edit" or "Delete" them.
