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 both accounts are invoicing to the same Bill to Account.
- Go to Accounts Receivable > Maintain Customers > Customer Maintenance and find the Trade Customer you wish to create a GVM pricing account for.
- Once on screen, go to Extra on the top Menu and select Copy
- Enter through the Current Customer fields and stop at the New Customer, Customer field, enter the same Account code adding GVM to the end of it, continue to enter the Bill To the same as the original Current Customer, CAP in this instance.
Note: Another alternative for franchisee’s is they could have the Bill to as NATFLEET/GVMPP: if you wish the invoice to go to Head office when a National account is used, change the email address to reflect where you want it sent.
- OK to action the change
- Enter the Account type, use Look up table to select Trade, enter the region, this is your warehouse code
- A report will open with details of the changes made, No need to Print this report, and escape from the report and OK
- You will then be returned to the original account screen, now do a new search for the new account code with GVM on it, using Correct from the top menu, Change the Customer Type which will be at T6, to T7, and change the Price by Bill to: to N
Note: if you wish the invoice to go to Head office when a National account is used, change the email address to reflect where you want it sent.
Conclusion: Using either account will now allow all sales to be on one account, with all sales being on one customer statement, GVM kits can now be sold at T07 pricing levels from the new Debtor account.
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