Change Customer Account to Capricorn

Change Customer Account to Capricorn


Change Customer Account to Capricorn 


Once there is a transaction on the account, you can't just change the field in Customer Maintenance.

you can however change it in Accounts ReceivableMaintain Customer Account DetailsCode ConversionsBill-To Code Conversion.


This will also move the transactions over with it. however, please note, if you have already done your Caplink for the day of that sale, it won’t add it to your Caplink retrospectivelyso, you will have to advise Capricorn manually of the transaction. If you haven't yet done that Caplink, it will go through it normally.


    • Related Articles

    • Capricorn File Upload Issue

      For Stores having issues sending through their Capricorn files via Caplink it seems that if you do not close the CSV file after saving it to the Capricorn folder, it is not picked up by Caplink. The manual has now been amended to reflect that the ...
    • Capricorn Invoice Upload

      Hi All, just an detailed guide to processing your caplink sales etc in attachments.
    • Create a GVM T 07 Pricing sales account for an existing Trade customer Invoicing to the same Bill To Account

      Create a GVM T07 Pricing sales account for an existing Trade customer Invoicing to the same Bill To Account. A store may wish to sell GVM Kits at a T07 price level but still sell other Pedder’s product at T06, this article shows how to set this up so ...
    • Account Payment in Point of Sale

      Account Payment Scenario: A Trade customer has made a payment. Process the payment in Point of Sale. Step 1 Login and navigate to the Point-of-sale homepage. Result: Point of Sale Homepage is displayed. Note: This process uses the function buttons at ...
    • Setting up a COD Customer in Accounts Receivable

      Setting up a customer as a COD Account This COD set up allows the store to trace if a payment has not been made whilst being able to let the customer pay COD as they go, The Charge Account Button can be used on COD Accounts to complete these ...