Assigning Standard Sales Codes to Customers

You may have customers to which you often need to post sales lines with similar information. If you have set up standard sales codes to represent the lines, then you can assign the codes to the relevant customers. Later, when you create a document for the customer, you will be able to automatically insert the standard sales lines.

To Assign Standard Sales Codes to Customers:

  1. Open the Customer Card window.

  2. Browse to the card for a customer that you want to assign one or more codes to.

  3. Click Sales, Std. Cust. Sales Codes.

  4. Click F3 to insert a new line. In the Code field, click the AssistButton . Select the line with the desired code, and then click OK to copy the code.

  5. Repeat step 4 for each code you want to assign to the customer.

  6. Repeat step 2-5 for all of the customers you want to assign standard sales codes to.

Related Topics

Standard Purchase Codes and Standard Sales Codes

Setting Up Standard Purchase Codes and Standard Sales Codes

Inserting Standard Sales or Purchase Lines on Documents