User Manual

Sub Customers

Purpose

Sub Customer management.

Procedure

General Settings

Name and Contact

  • Enter the Sub Customer Name
  • Enter the Sub Customer Reference

Sales

  • Select the Sales Person from the drop-down list
  • Select the Tax Group from the drop-down list

GL Accounts

Set the GL Accounts and Bank Account Number of the Sub Customer

General Contact Data

  • Enter the name of the Contact Person
  • Enter Phone Number
  • Enter the Secondary Phone Number
  • Enter Fax Number
  • Enter the E-mail address
  • Select the Document Language from the drop-down list

Addresses

Enter the physical Address Details of the Sub Customer

Tips and Tricks

What is the purpose of Sub Customer?

Sales Orders are always placed against a Sub Customer, which can either be the Customer himself/herself or an associated sub customer.

What does Contact Person mean?

Contact Person is the person whose contact details are being entered to contact the relevant Sub Customer.