Striven HELP
Debtor Entry
This page takes you through adding a Debtor to the system.
To add a Debtor:
Debtor Entry | |
---|---|
1 | In the Debtors menu / Entry / Enter Debtors |
2 | If you want to create a new Debtor, press F5 and select <A> Auto create new code from the Create new record window. If you wish to alter details on an existing debtor, just search for the customer in the Debtor field and the system will try to find it in Striven. |
3 | You will be prompted for which type of debtor account to create:
B - Cash / COD Account (Pay Immediately) This option allows you to create a customer that will pay for the invoice immediately (by Cash / EFTPOS / other). This allows you to setup a discount structure if you wish on this account by filling in the Debtor Discount table. C - Full Debtor Account This will setup the account as a “30 days account”, allows this customer to take the goods immediately and pay for this invoice in 30 days or so. A discount structure could also be setup on this account. |
4 | Fill out the Code section. A:- Debtor: will be automatically filled out B:- Trading name: enter name and press ENTER C:- Debtor name: enter name and press ENTER D:- Alpha Sort by: this will auto populate. press ENTER E:- Type: press F2 and select option from the drop down and press ENTER (Debtor Account Type details) |
5 | Fill out the following sections: |
6 | A:- Main Address section – press ENTER to move to the next field B:- Email C:- Contact Numbers D:- Main Contact Details E:- Australian Business number |
7 | Fill out the Settings section. |
8 | A:- Order number: Choose option from F2 menu and press ENTER.
B:- Taken by: Choose option from F2 and press ENTER.
C:- Job number: Choose option from F2 and press ENTER.
D:- Allow Promo Prices: Select Yes or NO and press ENTER. E:- Stop sales date: if required select a date and press ENTER.
F:- Credit Limit: enter a credit limit if required and press ENTER. G:- Discount table: If required press F2 and discount table if required and press ENTER. H:- Control Staff: leave blank and press ENTER. |
9 | Terms for this customer can be altered in the Terms tab. Most of the time you dont need to alter these details, but there are some more information in the links below. Settlement Discounts - More information here. |
10 | Press F9 to save. |