Debtors/creditors

Accounting > Settings > Tab DEBTORS/CREDITORS

The DEBTORS/CREDITORS tab displays a customer/supplier list and allows to create, edit and delete customers (debtors) and suppliers (creditors). For detailed information about managing customers and suppliers, see Manage the customer/supplier.

The DEBTORS/CREDITORS tab contains in turn two tabs:

• Customer/supplier list, see Customer/supplier list.
• Create customer/supplier, see Create customer/supplier. When selecting a customer/supplier from the customer/supplier list, the tab name changes to Customer/supplier "Customer/supplier number", see Customer/supplier "Customer/supplier number".

The identical customer/supplier list is available in the Order management module: Order management > Customers/suppliers. The list is synchronized between the two modules so that the same data can be accessed.

The Loyalty cards side bar can also be displayed by clicking the leftward arrow on the right of the workspace, see Loyalty cards.

Customer/supplier list

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list

This tab can also be accessed in the Select address window from the COST ACCOUNTING tab in the user interface, see Select address.

• [EXCEL]
  Click this button to display the EXCEL context menu. The following options are available:

  • Export current page
    Click this option to export the customer/supplier list page currently displayed. The customer/supplier list is exported in Excel format and saved by default in the Downloads folder in your computer.

  • Export all
    Click this option to export all customer/supplier list pages. The customer/supplier list is exported in Excel format and saved by default in the Downloads folder in your computer.

    The [EXCEL] button is only displayed if the Statistics module is installed.

• [QUICK SEARCH]
  Click this button to display the QUICK SEARCH filter list. By default, all search criteria checkboxes are selected. Deselect a search criterion to exclude it from the search. The following search criteria are available:

  • No.
  • Short name
  • Company
  • Forename
  • Surname
  • Address
  • Address 2
  • Zip
  • City
  • Country
  • Content
  • Currency
  • Comments
  • Phone
  • Phone 2
  • Mobile phone
  • Fax
  • Email
  • VAT ID
  • Type of customer
  • Customer number

• [Search bar]
  Enter the search text (letters or numbers). The criteria selected in the QUICK SEARCH filter list are applied to the search.

• (Cross)
  Click this button to clear the search bar.

• (Search)
  Click this button to start the search. Alternatively, you can press the ENTER key.

• [X ACTIVE FILTERS]
  Click this button to display the filter menu. The X displays the number of active filters.

  • ACTIVE
    Select the checkbox to activate the corresponding search criteria.

  • FILTER BY
    The following filter values are available:

    • Price group
      Click the drop-down list to select the applicable filter criterion. All available price groups are displayed in the list.

      Price groups can be created in the Settings menu entry the Order management and the Material management modules. A customer can be assigned to a specific price group in the Invoicing sub-tab of the DEBTORS/CREDITORS tab, see Invoicing.

  • FILTER CRITERION
    Click the drop-down list to select the appropriate option for the corresponding filter criterion.

  • [CANCEL]
    Click this button to cancel the filter selection. The filter menu is closed.

  • [APPLY]
    Click this button to apply the filter criteria. The filter menu is closed.

The list displays all customer/supplier details. Depending on the settings, the displayed columns may vary. All fields are read-only.

To add or delete columns, click the (Points) button to display the context menu. Then, hover the mouse over the (Columns) menu entry to display all available options. Select or deselect the columns as desired.

• No.
  Customer/supplier number. Customer numbers range from 10000 to 69999 and supplier numbers, from 70000 to 99999.

• Short name
  Short name given to the customer/supplier.

• Company
  Company name.

• Forename
  Customer/supplier first name.

• Surname
  Customer/supplier last name.

• Address
  Customer/supplier address.

• Address 2
  Complimentary address information.

• Zip
  Customer/supplier zip code.

• City
  Customer/supplier city or town.

• Country
  Customer/supplier country.

• Content
  Number of files and/or links added to the customer/supplier information. A document icon is displayed indicating the number of attached files and/or links.

• Currency
  Base currency used by customer/supplier.

• Comments
  Indication of whether comments have been added to the customer/supplier information. If comments exist, a blue info icon is displayed.

• Phone
  Customer/supplier contact phone number.

• Phone 2
  Customer/supplier second contact phone number.

• Mobile phone
  Customer/supplier mobile phone number.

• Fax
  Customer/supplier fax number.

• Email
  Customer/supplier email address.

• VAT ID
  Customer/supplier VAT identification number, if applicable.

• Type of customer
  Type of customer/supplier as defined by the user.

• Customer number
  Reference customer/supplier number as defined by the user.

• (Refresh)
  Click this button to update the receipt list.

• [RESET]
  Click this button to reset the receipt list view.

Customer/supplier context menu

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Right-click on customer/supplier

• Show documents of the customer/supplier
  Click this option to access all orders of the customer/supplier in the Order management module. The OVERVIEW tab is displayed: Order management > Overview > Tab OVERVIEW.

• Show articles of supplier
  Click this option to access the supplier product list in the Material management module. The ARTICLE tab is displayed: Material management > Article > Tab ARTICLE.

Create customer/supplier

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Create customer/supplier

The Create customer/supplier tab contains the following sub-tabs to organize customer/supplier details:

• Address/contact
• Delivery addresses
• Invoicing
• Additional fields
• Drop shipping
• CRM information
• Notes

Address/contact

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Create customer/supplier > Sub-tab Address/contact

Address details

• Create debtor/creditor
  Click the drop-down list to select the appropriate option. The following options are available:

  • Debtor (customer)
  • Creditor (supplier)

  This drop-down list is only displayed when creating a customer/supplier.

• Debtor/creditor no.
  Enter a customer/supplier number or leave this field empty. The system adds the next available number automatically. Customer numbers range from 10000 to 69999 and supplier numbers, from 70000 to 99999.

  If a number is entered out of the valid range for personal numbers (10000-69999 for customers and 70000-99999 for suppliers), a warning message is displayed.

• Short name
  Enter a short name for the customer/supplier. This field is mandatory.

• Title
  Click the drop-down list to select the appropriate title. The following options are available:

  • Company
  • Mr
  • Ms
  • Mr and Mrs
  • Dr
  • Prof.
  • None

• Letter salutation
  Enter the appropriate letter salutation.

• Company
  Enter the company name.

• Surname
  Enter the customer/supplier last name.

  To create a customer/supplier, either a company or a customer/supplier name must be entered.

• Forename
  Enter the customer/supplier first name.

• Address
  Enter the customer/supplier address.

• Address supplement
  Enter any other necessary address information.

• Zip code
  Enter the customer/supplier zip code.

• City
  Enter the customer/supplier city or town.

• Country
  Click the drop-down list to select the applicable country.

Contact

• Phone
  Enter a contact phone number.

• Phone 2
  Enter a second contact phone number.

• Mobile phone
  Enter a mobile phone number.

• Fax
  Enter a fax number.

• Email
  Enter an email address.

• URL
  Enter the customer/supplier URL.

Further

• Language
  Click the drop-down list to select the appropriate language. All available languages are displayed in the list. If you want no language to be selected, select the No linguistic content option.

• Currency
  Click the drop-down list to select the applicable currency. All available currencies are displayed in the list.

• [SAVE]
  Click this button to save the new customer/supplier details.

  It is not possible to enter any further information in the other sub-tabs before saving the details entered in the Address/contact sub-tab. When clicking the other sub-tabs, a window with the prompt to save is displayed. Click the [OK] button to save the new customer/supplier. Even after saving, the Delivery addresses, Additional fields and Drop shipping sub-tabs display a notice and cannot be accessed. To access these sub-tabs to add data, select the corresponding customer/supplier in the Customer/supplier list tab.

Delivery addresses

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Create customer/supplier > Sub-tab Delivery addresses

The Delivery address sub-tab cannot be edited here. The Please save customer/supplier first notice is displayed.

To add further delivery addresses, see Further addresses.

• [SAVE]
  No data can be saved at this point in this sub-tab. To access this sub-tab to add data, select the corresponding customer/supplier in the Customer/supplier list tab.

Invoicing

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Create customer/supplier > Sub-tab Invoicing

Bank details

• Account holder
  Enter the account holder name.

• Account
  Enter the customer/supplier bank account.

• Routing number
  Enter the bank routing number.

• Bank
  The bank name is filled in automatically when entering the routing number.

• BIC
  Enter the BIC (Bank Identifier Code).

• IBAN
  Enter the IBAN (International Bank Account Number).

• SEPA mandate reference
  Enter the SEPA mandate reference.

• Signature date
  Click the (Calendar) button to select the signature date. Alternatively, you can enter the date manually. The valid date format is DD.MM.YYYY.

Payment options

• Price group
  Click the drop-down list to select the appropriate option. All available price groups are displayed in the list.

  Price groups can be created in the Settings menu entry the Order management and the Material management modules.

• Print gross/net
  Click the drop-down list to select how prices are indicated on receipts when printed. The following options are available:
  • Net prices on receipts
  • Gross prices on receipts
  • Gross prices stating net total amount

Tax

• Tax office no.
  Enter the tax office number. If the number is unknown, click the [SEARCH] button to search for the competent tax office.

• [SEARCH]
  Click this button to search for a tax office. The Select tax office window is displayed, see Select tax office. This function is currently not available.

• Tax office
  Enter the competent tax office name.

• Tax no.
  Enter the customer/supplier tax number.

• VAT ID
  Enter the customer/supplier VAT identification number.

Posting

• Standard account
  Enter a standard account number for the postings.

• Standard cost 1
  Enter a standard cost center for the postings.

• Standard cost 2
  Enter a standard cost object for the postings.

Credit card details

• Card type
  Click the drop-down list to select the applicable card type. The following options are available:

  • American Express
  • Diners Club
  • MasterCard / EuroCard
  • Visa

• Card holder
  Enter the card holder name.

• Card number
  Enter the card number.

• Valid Thru
  Enter the card expiry date. The valid date format is MM/YYYY.

Default values

• Payment method
  Click the drop-down list to select the applicable payment method. All available payment methods are displayed.

• Payment terms
  Click the drop-down list to select the applicable payment terms. The following options are available:

  • 1 - 8 d 2%, 30 d net
  • 2 - 30 d net

• Only cost supplier/ordering process inactive
  Select this checkbox if the supplier is a provider delivering a service, for example an internet provider, but not goods. Otherwise, deselect the checkbox. If this checkbox is selected, the supplier will not be taken into account in the creation of order proposals. Besides, when this checkbox is selected, the Goods receipt required checkbox is locked.

  This option is only relevant when managing supplier receipts.

• Goods receipt required
  Select this checkbox to make a goods receipt mandatory. Otherwise, deselect the checkbox. If the checkbox is selected, at least one item must be selected to release the invoice for payment.

  These two functions interact with the Purchasing and Payment processing modules, and allow to check supplier receipts before posting them in the system and to automatize payment conditions.

• Tolerance group for cash discounts
  Click the drop-down list to select the appropriate groups. All available options are displayed in the list. By default, the Standard option is displayed.

  The tolerance groups can be configured in the Settings menu entry of the Order management module.

Limits / Locks

• Credit limit
  Enter a credit limit for the customer/supplier.

• Customer block
  Select or deselect this checkbox to activate or deactivate a customer block.

• Dunning block
  Select or deselect this checkbox to activate or deactivate a dunning block.

• Dunning block, automatic
  Select or deselect this checkbox to activate or deactivate an automatic dunning block.

  The dunning process can be configured in the Settings menu entry of the Order management module.

• Delivery block
  Select or deselect this checkbox to activate or deactivate a delivery block.

• Contact block
  Select or deselect this checkbox to activate or deactivate a contact block.

Additional information

• Supplier no. for user
  Enter the reference supplier number defined by the user.

• Freight limit
  Enter a freight limit by the supplier. This field is only displayed when a supplier (account number range 70000-99999) has been created/selected.

• [SAVE]
  Click this button to save any changes made.

Additional fields

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Create customer/supplier > Sub-tab Additional fields

The Additional fields sub-tab cannot be edited here. The Please save customer/supplier first notice is displayed.

To add additional fields, select the corresponding customer/supplier in the Customer/supplier list tab and click the Additional fields sub-tab. For detailed information, see Additional fields.

• [SAVE]
  No data can be saved at this point in this sub-tab. To access this sub-tab to add data, select the corresponding customer/supplier in the Customer/supplier list tab.

Drop shipping

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Create customer/supplier > Sub-tab Drop shipping

The Drop shipping sub-tab cannot be edited here. The Please save supplier first notice is displayed.

To add further information, select the corresponding supplier in the Customer/supplier list tab and click the Drop shipping sub-tab. For detailed information, see Drop shipping.

• [SAVE]
  No data can be saved at this point in this sub-tab. To access this sub-tab to add data, select the corresponding customer/supplier in the Customer/supplier list tab.

CRM information

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Create customer/supplier > Sub-tab CRM information

General

• Customer no.
  Enter the appropriate customer number.

• Type
  Enter the type of customer.

• Date of birth
  Click the (Calendar) button to select the date of birth. Alternatively, you can enter the date of birth. The valid date format is DD.MM.YYYY.

• Supervisor
  Click the drop-down list to select the responsible supervisor for this customer/supplier. All users registered to the account are displayed in the list. If you do not want to assign a supervisor, select the None option.

• Area
  Enter the applicable area, if necessary.

• Last pers. contact
  Click the (Calendar) button to select the date of the last personal contact. Alternatively you can enter the date. The valid date format is DD.MM.YYYY.

• Industry
  Enter information about the applicable industrial sector.

• Industry 2
  Enter further information about the applicable industrial sector.

Credit rating

• Request from
  Click the (Calendar) button to select the request date. Alternatively, you can enter the date. The valid date format is DD.MM.YYYY.

• Capital
  Enter the applicable capital amount.

• Employees
  Click the drop-down list to select the appropriate number range of employees. The following options are available:

  • 1-10
  • 11-30
  • 31-50
  • 51-100
  • 101-250
  • 251-500

• Status from
  Click the (Calendar) button to select the status date. Alternatively, you can enter the date. The valid date format is DD.MM.YYYY.

• Year
  Enter the year of the credit rating.

• Sales
  Enter the sales value.

• Other information
  Enter any other relevant information.

Document dispatch notification settings

This section is only relevant for customers, not for suppliers.

• Overwrite
  Select this checkbox to overwrite the options below. Otherwise, the default settings are applied.

• Dispatch method
  Click the drop-down list to select the desired dispatch method. The following options are available:

  • Email
  • Post
  • Fax
  • APS print

• Order origin
  Click the drop-down list to select the applicable order origin(s). Multiple selection is possible. All available order origins are displayed in the list.

• Template
  Click the drop-down list to select the applicable template. All available templates are displayed in the list.

• [SAVE]
  Click this button to save any changes made.

Notes

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Create customer/supplier > Sub-tab Notes

• Comments
  Enter any further relevant information in this section. If any information is entered, a blue info icon is displayed in the Comments column in the Customer/supplier list tab for the corresponding customer/supplier.

• [SAVE]
  Click this button to save any changes made.

Customer/supplier

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer/supplier

In the Customer/supplier "Customer/supplier number" tab, you can add and/or edit the customer/supplier data in the following sub-tabs:

• Address/contact
• Further addresses
• Invoicing
• Additional fields
• Contents
• Stock history
• Statistics
• Drop shipping
• CRM information
• Notes

The displayed sub-tabs and information may vary depending on whether a customer or a supplier has been selected.

Address/contact

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer/supplier > Sub-tab Address/contact

This sub-tab is identical to the one displayed when creating a customer/supplier. For a detailed description of this window and the corresponding functions, see Address/contact.

Additionally, the following buttons are displayed in the bottom right corner of the workspace:

• [NEW/RESET]
  Click this button to reset the Customer/supplier "Customer/supplier number" tab and create a new customer/supplier. The Customer/supplier "Customer/supplier number" tab is closed and changes automatically to the Create customer/supplier tab.

• [DELETE CUSTOMER "Customer number"]/[DELETE SUPPLIER "Supplier number"]
  Click this button to delete the selected customer/supplier.

• [SAVE]
  Click this button to save all changes made to the selected customer/supplier.

Further addresses

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer/supplier > Sub-tab Further addresses

When creating a customer/supplier, the address entered in the Address details section in the Address/contact sub-tab is automatically saved as default delivery address in the system. The default address is displayed in this sub-tab marked as DEF. Further delivery addresses can be added in this sub-tab.

Delivery addresses

The list displays all delivery addresses of the selected customer/supplier. Depending on the settings, the displayed columns may vary. All fields are read-only.

• 
  Select the checkbox to display the Edit section.

• Addr. no.
  Sequential number of the address. The base address has no number but is marked as DEF (default).

• Address type
  Address type selected. The following options are available:

  • Base address
  • Buyer's address
  • Billing address
  • Delivery address
  • Redirect address
  • Pick-up address

• Company
  Company name entered.

• Zip
  Customer/supplier zip (or postal) code entered.

• City
  Customer/supplier city or town entered.

• Country
  Customer/supplier country of the corresponding address. The country is represented with the international vehicle registration code.

• [CREATE]
  Click this button to add a further address. The Add section is displayed.

• [DELETE]
  Click this button to delete a selected address from the list.

• (Refresh)
  Click this button to update the list.

• Address type
  Click this drop-down list to select the address type to be filtered for in the list. The following options are available:
  • All address types
  • Buyer's address
  • Billing address
  • Delivery address
  • Redirect address
  • Pick-up address

Add/Edit

When clicking the [CREATE] button, the Add section is displayed. When selecting a checkbox in the entry list, the Edit section is displayed. The fields in the Add and the Edit section are identical.

• Address type
  Click the drop-down list to select the address type. The following options are available:

  • Base address
  • Buyer's address
  • Billing address
  • Delivery address
  • Redirect address
  • Pick-up address

• Mode
  Click the drop-down list to select the applicable address mode. The following options are available:

  • Use base address
    Select this option to use the base (default) address. By default, this option is preselected. All fields in the section except for the Address type, Address no. and Tax number field are locked.
  • Use different address
    Select this option to use a different address than the base (default) address. All fields in the section are unlocked.

• Address no.
  When creating an address, the next available address number is preselected by default. You can manually enter a different number. The address number cannot be edited after saving. If a new number is entered, a new address will be created.

• Title
  Click the drop-down list to select the appropriate customer/supplier title. The following options are available:

  • Company
  • Mr
  • Ms
  • Mr and Mrs
  • Dr
  • Prof.
  • none

• Company
  Enter the company name.

• Surname
  Enter the customer/supplier last name.

• Forename
  Enter the customer/supplier first name.

• Address
  Enter the customer/supplier address.

• Address supplement
  Enter any other necessary address information.

• Zip code / City
  Enter the zip code and city.

• Country
  Click the drop-down list to select the appropriate country.

• Phone
  Enter the contact phone number.

• Phone 2
  Enter a second contact phone number.

• Mobile phone
  Enter a mobile phone number.

• Fax
  Enter a fax number.

• Email
  Enter an email address.

• VAT ID
  Enter the customer/supplier VAT identification number.

• Tax number
  Enter the customer/supplier tax number.

• [CLEAR]
  Click this button to clear the input fields.

• [SAVE]
  Click this button to save the address.

Additionally, the following buttons are displayed in the bottom right corner of the workspace:

• [NEW/RESET]
  Click this button to reset the Customer/supplier "Customer/supplier number" tab and create a new customer/supplier. The Customer/supplier "Customer/supplier number" tab is closed and changes automatically to the Create customer/supplier tab.

• [DELETE CUSTOMER "Customer number"]/[DELETE SUPPLIER "Supplier number"]
  Click this button to delete the selected customer/supplier.

• [SAVE]
  Click this button to save all changes made to the selected customer/supplier.

Invoicing

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer/supplier > Sub-tab Invoicing

This sub-tab is identical to the one displayed when creating a customer/supplier. For a detailed description of this window and the corresponding functions, see Invoicing.

Additionally, the following buttons are displayed in the bottom right corner of the workspace:

• [NEW/RESET]
  Click this button to reset the Customer/supplier "Customer/supplier number" tab and create a new customer/supplier. The Customer/supplier "Customer/supplier number" tab is closed and changes automatically to the Create customer/supplier tab.

• [DELETE CUSTOMER "CUSTOMER NUMBER"]/[DELETE SUPPLIER "SUPPLIER NUMBER"]
  Click this button to delete the selected customer/supplier.

• [SAVE]
  Click this button to save all changes made to the selected customer/supplier.

Additional fields

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer/supplier > Sub-tab Additional fields

• [EDIT ADDITIONAL FIELDS...]
  Click this button to edit the available additional fields or add new ones. The Edit additional fields window is displayed, see Edit additional fields.

Additional Fields

The list displays all available additional fields. Depending on the settings, the displayed columns may vary. All fields are read-only.

• 
  Select the checkbox to delete a field or edit the field value. The field details are displayed in the Edit section.

• Field name
  Field name entered.

• Field set
  Field set entered.

• Value
  Value entered.

• [DELETE]
  Click this button to delete the selected row.

• (Refresh)
  Click this button to update the list.

Edit

• Field ID
  Field identification number entered.

  This field is locked and cannot be edited here. To edit it, click the [EDIT ADDITIONAL FIELDS] button. The Edit additional fields window is displayed, see Edit additional fields.

• Field name
  Field name entered.

  This field is locked and cannot be edited here. To edit it, click the [EDIT ADDITIONAL FIELDS] button. The Edit additional fields window is displayed, see Edit additional fields.

• Value
  Enter the desired value manually or click the drop-down list to select one of the available values. The valid values vary depending on the field selected.

• [SAVE]
  Click this button to save any changes made.

• [CLEAR]
  Click this button to clear the fields.

Additionally, the following buttons are displayed in the bottom right corner of the workspace:

• [NEW/RESET]
  Click this button to reset the Customer/supplier "Customer/supplier number" tab and create a new customer/supplier. The Customer/supplier "Customer/supplier number" tab is closed and changes automatically to the Create customer/supplier tab.

• [DELETE CUSTOMER "CUSTOMER NUMBER"]/[DELETE SUPPLIER "SUPPLIER NUMBER"]
  Click this button to delete the selected customer/supplier.

• [SAVE]
  Click this button to save all changes made to the selected customer/supplier.

Contents

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer/supplier > Sub-tab Content

Content

The list displays all attached content, for instance files and links. Depending on the settings, the displayed columns may vary. All fields are read-only.

• 
  Select the checkbox to display the Edit section.

• ID
  Content identification number. This value is assigned automatically by the system.

• Language
  Content language. The languages are represented with the ISO 639-1 language codes, for instance en for English and de for German.

• Type
  Type of content. The following options are available:

  • Link
  • File
  • HTML

• Name
  Content name.

• File/Link
  Name and size of the attached file or URL of the attached link.

• [CREATE]
  Click this button to add new content. The Add section is displayed.

• [DELETE]
  Click this button to delete a selected content from the list.

• [SHOW ALL]
  Click this button to show all content, also the hidden attachments. If all content is displayed and you click the button again, all attachments marked as hidden are hidden again.

• (Refresh)
  Click this button to update the list.

Add/Edit

When clicking the [CREATE] button, the Add section is displayed. When selecting a checkbox in the entry list, the Edit section is displayed. The fields in the Add and the Edit section are identical.

• Language
  Click the drop-down list to select the appropriate content language. All available languages are displayed in the list. If you want no language to be selected, select the No linguistic content option.

• Type
  Click the drop-down list to select the appropriate content type. Depending on the content type selected, different fields are displayed. The following options are available:

  • Link
    Attach a link to a website. The Link and the Link target fields are displayed.
  • File
    Attach a file. The File field is displayed.
  • HTML
    Attach an HTML document. An HTML editor is displayed.

• Name/Title
  Enter the content name or title.

• Hide attachment
  Select the checkbox to hide the attachment in the list. Click the [SHOW ALL] button to display a hidden attachment in the list.

• Link
  Enter the URL of the website you want to link to. This field is only displayed if the Link option in the Type drop-down list has been selected.

• Link target
  Click the drop-down list to select the appropriate option. This drop-down list is only displayed if the Link option in the Type drop-down list has been selected. The following options are available:

  • New window
    The website is displayed in a new window.
  • Same window
    The website is displayed in the same window.

• File
  Click the [SELECT FILE] button to upload a file. When a file has been uploaded, the file name is displayed in the field. This field is only displayed if the File option in the Type drop-down list has been selected.

• [DOWNLOAD]
  Click this button to download the uploaded file, the HTML file or to open the related link in a new window.

• HTML editor
  Enter the desired HTLM content. The editor field is only displayed if the HTML option in the Type drop-down list has been selected.

• [SAVE]
  Click this button to save any changes made.

• [CLEAR]
  Click this button to clear the input fields.

  Make sure to clear all input fields before adding new content. Otherwise, the newly entered content will replace the selected content from the list.

Additionally, the following buttons are displayed in the bottom right corner of the workspace:

• [NEW/RESET]
  Click this button to reset the Customer/supplier "Customer/supplier number" tab and create a new customer/supplier. The Customer/supplier "Customer/supplier number" tab is closed and changes automatically to the Create customer/supplier tab.

• [DELETE CUSTOMER "CUSTOMER NUMBER"]/[DELETE SUPPLIER "SUPPLIER NUMBER"]
  Click this button to delete the selected customer/supplier.

• [SAVE]
  Click this button to save all changes made to the selected customer/supplier.

Stock history

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer > Sub-tab Stock history

This sub-tab is only displayed when the selected customer has already placed at least one order.

• [EXCEL]
  Click this button to display the EXCEL context menu. The following options are available:

  • Export current page
  • Export all

  The [EXCEL] button is only displayed if the Statistics module is installed.

The list displays all documents of the selected customer. Depending on the settings, the displayed columns may vary. All fields are read-only.

• Cust. no.
  Customer number assigned in the system.

• Customer name
  Customer name entered in the system.

• Document no.
  Document identification number. The abbreviations indicate the type of document. The following document types are available:

  • AN: Offer
  • AB: Order confirmation
  • RE: Invoice
  • RB: Cash invoice
  • AR: Budget billing invoice
  • GU: Correction invoice
  • WG: Value credit
  • LI: Delivery note
  • MA: Dunning notice
  • BE: Purchase order
  • LB: Loan voucher
  • PR: Pro-forma invoice
  • ST: Reversal document
  • LD: Dropship delivery note
  • RT: Return
  • RS: Return to customer or supplier

• SKU
  Stock Keeping Unit. Product identification code.

• Product name
  Name of the product.

• Quantity
  Amount of products.

• Price
  Net price of a single product.

• Total price
  Total price of all products.

• Date
  Creation date of the document.

• Posting type
  Type of operation. The following operations are available:

  • Manual posting
  • Reservation
  • Waiting for picking
  • Sale
  • Order
  • Purchase
  • Back to the supplier
  • Stocktaking entry
  • Stock transfer
  • Return
  • Drop shipment
  • Problem
  • Pre-reserve

• Warehouse
  Warehouse where the product is stored.

• Storage shelf at the time of posting
  Storage shelf where the product is located at the time of the posting.

• Storage shelf
  Storage shelf where the product is located by default.

• Movement
  Number of products moved.

• Total stock
  Total stock of the product.

• Total available
  Total stock available.

• Comment
  Related comment entered in the system. By default, the document number is displayed.

• (Refresh)
  Click this button to update the receipt list.

• [RESET]
  Click this button to reset the receipt list view.

Additionally, the following buttons are displayed in the bottom right corner of the workspace:

• [NEW/RESET]
  Click this button to reset the Customer/supplier "Customer/supplier number" tab and create a new customer/supplier. The Customer/supplier "Customer/supplier number" tab is closed and changes automatically to the Create customer/supplier tab.

• [DELETE CUSTOMER "CUSTOMER NUMBER"]/[DELETE SUPPLIER "SUPPLIER NUMBER"]
  Click this button to delete the selected customer/supplier.

• [SAVE]
  Click this button to save all changes made to the selected customer/supplier.

Statistics

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer > Sub-tab Statistics

This sub-tab is only displayed when the selected customer has already placed at least one order.

• Statistic type
  Click this drop-down list to select the statistic type to be filtered for in the list. The following options are available:

  • General turnover
  • Turnover per product
  • Number of units sold per product

  The Statistics extras side bar is expanded. Depending on the selected option, the fields in the Statistics extras side bar as well as the columns displayed in the list of statistics vary.

• (Leftward arrow)
  Click this arrow to expand the Statistics extras side bar.

Statistics extras

Statistic type - General turnover

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer > Sub-tab Statistics > Statistic type General turnover

• (Rightward arrow)
  Click this arrow to collapse the Statistics extras side bar.

Period selection

• Year
  Click the drop-down list to select the year for the statistics.

• Period drop-down list
  Click the drop-down list to select the period for the statistics. The following options are available:

  • Year
    Select this option to display the turnover for the selected year.
  • Quarter
    Select this option to display the turnover for a specific quarter. An additional drop-down list to choose the quarter is displayed.
  • Month
    Select this option to display the turnover for a specific month. An additional drop-down list to choose the month is displayed.
  • Calendar week
    Select this option to display the turnover for a specific month. An additional drop-down list to choose the calendar week is displayed.
  • Free selection
    Select this option to determine a period freely. The additional from - to fields and the (Calendar) button are displayed.
    • From - to
      Enter the start and end date of a specific period for the statistics. Alternatively, use the (Calendar) button to select the desired dates.

• Product group
  Click the drop-down list to select a specific product group. All available product groups are displayed in the list.

• Customer
  Click the drop-down list to select a specific customer. All available customers are displayed in the list.

• [+ COMPARISON PERIOD]
  Click this button to add a comparison period to the statistics. An additional year and period selection drop-down list is displayed to specify the desired comparison period. An unlimited number of comparison periods can be added.

• [SHOW]
  Click this button to display the statistics in the list.

Statistic type - Turnover per product

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer > Sub-tab Statistics > Statistic type Turnover per product

This Statistics extras window is identical to the one displayed when selecting the Number of units sold per product option in the Statistic type drop-down list.

• (Rightward arrow)
  Click this arrow to collapse the Statistics extras side bar.

Period selection

• Value
  Click this drop-down list to select the values to be displayed. The following options are available:

  • Top 20
    Select this option to display the 20 best values.
  • Flop 20
    Select this option to displays the 20 worst values.
  • All
    Select this option to display all values.

• Year
  Click the drop-down list to select the year for the statistics.

• Period drop-down list
  Click the drop-down list to select the period for the statistics. The following options are available:

  • Year
    Select this option to display the turnover for the selected year.
  • Quarter
    Select this option to display the turnover for a specific quarter. An additional drop-down list to choose the quarter is displayed.
  • Month
    Select this option to display the turnover for a specific month. An additional drop-down list to choose the month is displayed.
  • Calendar week
    Select this option to display the turnover for a specific month. An additional drop-down list to choose the calendar week is displayed.
  • Free selection
    Select this option to determine a period freely. The additional from - to fields and the (Calendar) button are displayed.
    • From - to
      Enter the start and end date of a specific period for the statistics. Alternatively, use the (Calendar) button to select the desired dates.

• Product group
  Click the drop-down list to select a specific product group. All available product groups are displayed in the list.

• Customer
  Click the drop-down list to select a specific customer. All available customers are displayed in the list.

• [+ COMPARISON PERIOD]
  Click this button to add a comparison period to the statistics. An additional year and period selection drop-down list is displayed to specify the desired comparison period. An unlimited number of comparison periods can be added.

• [SHOW]
  Click this button to display the statistics in the list.

Statistic type - Number of units sold per product

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer > Sub-tab Statistics > Statistic type Number of units sold per product

This Statistics extras window is identical to the one displayed when selecting the Turnover per product option in the Statistic type drop-down list.

• (Rightward arrow)
  Click this arrow to collapse the Statistics extras side bar.

Period selection

• Value
  Click this drop-down list to select the values to be displayed. The following options are available:

  • Top 20
    Select this option to display the 20 best values.
  • Flop 20
    Select this option to displays the 20 worst values.
  • All
    Select this option to display all values.
• Year
  Click the drop-down list to select the year for the statistics.

• Period drop-down list
  Click the drop-down list to select the period for the statistics. The following options are available:

  • Year
    Select this option to display the turnover for the selected year.
  • Quarter
    Select this option to display the turnover for a specific quarter. An additional drop-down list to choose the quarter is displayed.
  • Month
    Select this option to display the turnover for a specific month. An additional drop-down list to choose the month is displayed.
  • Calendar week
    Select this option to display the turnover for a specific month. An additional drop-down list to choose the calendar week is displayed.
  • Free selection
    Select this option to determine a period freely. The additional from - to fields and the (Calendar) button are displayed.
    • From - to
      Enter the start and end date of a specific period for the statistics. Alternatively, use the (Calendar) button to select the desired dates.

• Product group
  Click the drop-down list to select a specific product group. All available product groups are displayed in the list.

• Customer
  Click the drop-down list to select a specific customer. All available customers are displayed in the list.

• [+ COMPARISON PERIOD]
  Click this button to add a comparison period to the statistics. An additional year and period selection drop-down list is displayed to specify the desired comparison period. An unlimited number of comparison periods can be added.

• [SHOW]
  Click this button to display the statistics in the list.

The list displays the statistics according to the filter settings selected in the Statistics extras side bar. All fields are read-only.

Statistic type - General turnover

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer > Sub-tab Statistics > Statistic type General turnover > Statistics extras > Button SHOW

• Period
  Period selected in the Statistics extras side bar.

• Turnover
  Turnover for the selected period.

• [PRINT]
  Click this button to print the statistics displayed. The Print view window is displayed, see Print view.

• [EXCEL]
  Click this button to download the statistics displayed in Excel format. By default, the downloaded export file is saved in the Downloads folder of your device.

  The [EXCEL] button is only displayed if the Statistics module is installed.

Statistic type - Turnover per product

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer > Sub-tab Statistics > Statistic type Turnover per product > Statistics extras > Button SHOW

• Product group
  Product group to which the product is assigned.

• Product
  Product name.

• Product number
  Product identification number.

• Quantity sold
  Quantity of products sold in the selected period.

• Quantity credited
  Quantity of products credited in the selected period.

• Sales price
  Product sales price in the selected period.

• Turnover
  Turnover generated in the selected period.

• TOTAL AMOUNT/AVERAGE
  Total amount/average values for the selected period.

• [PRINT]
  Click this button to print the statistics displayed. The Print view window is displayed, see Print view.

• [EXCEL]
  Click this button to download the statistics displayed in Excel format. By default, the downloaded export file is saved in the Downloads folder of your device.

  The [EXCEL] button is only displayed if the Statistics module is installed.

Statistic typ - Number of units sold per product

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer > Sub-tab Statistics > Statistic type Number of units sold per product > Statistics extras > Button SHOW

• Product group
  Product group to which the product is assigned.

• Product
  Product name.

• Product number
  Product identification number.

• Quantity sold
  Quantity of products sold in the selected period.

• Turnover
  Turnover generated in the selected period.

• TOTAL AMOUNT/AVERAGE
  Total amount/average values for the selected period.

• [PRINT]
  Click this button to print the statistics displayed. The Print view window is displayed, see Print view.

• [EXCEL]
  Click this button to download the statistics displayed in Excel format. By default, the downloaded export file is saved in the Downloads folder of your device.

  The [EXCEL] button is only displayed if the Statistics module is installed.

Additionally, the following buttons are displayed in the bottom right corner of the workspace:

• [NEW/RESET]
  Click this button to reset the Customer/supplier "Customer/supplier number" tab and create a new customer/supplier. The Customer/supplier "Customer/supplier number" tab is closed and changes automatically to the Create customer/supplier tab.

• [DELETE CUSTOMER "CUSTOMER NUMBER"]/[DELETE SUPPLIER "SUPPLIER NUMBER"]
  Click this button to delete the selected customer/supplier.

• [SAVE]
  Click this button to save all changes in the selected customer/supplier.

Print view

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Statistics > Button PRINT

The information displayed in the print view is identical to the one displayed in the Statistics sub-tab. The fields displayed vary according to the options selected in the Statistic type drop-down list and the Statistic extras section.

• Customer number
  Number of selected customer.

• Name
  Name of selected customer.

• [Print]
  Click this button to generate a document in printable format. The document preview is displayed in a new window.

Drop shipping

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping

This sub-tab is only displayed when selecting a supplier in the Customer/supplier list.

Settings

• Drop shipping
  The left side menu displays the drop shipping setting options. The following menu entries are available:

  • Shipper
    Click this menu entry to display the Shipping settings.

  • Export
    Click this menu entry to display the Export settings.

  • Receipt export
    Click this menu entry to display the Receipt export settings.

  • Reimport
    Click this menu entry to display the Reimport settings.

Shipper

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping > Drop shipping settings side menu > Menu entry Shipper

Shipping

• Shipping provider
  Click the drop-down list to select a shipping provider. All available shipping providers are displayed in the list. Depending on the shipping provider selected, the fields displayed in the Services section vary.

  The shipping provider can be configured in the Shipping provider tab of the Settings menu entry in the Order management module.

Services
Depending on the shipping provider selected, the fields displayed in this section vary.

Export

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping > Drop shipping settings side menu > Menu entry Export

Depending on the supplier selected, the sections and fields displayed may slightly vary.

Export

• Export via
  Click the drop-down list to select the appropriate export method. By default, the following options are available:

  • csv
  • No export

• Number of data records per file
  Enter the desired number of data records per file. The number of data records per file is preset to 999.

• Export definition
  Click the drop-down list to select the export definition. By default, the following options are available:

  • DHL Easylog
  • DPD Shipping
  • GLS Gepard

• [EDIT]
  Click this button to edit the export definition or add a new one. The Import/export definitions window is displayed, see Import/export definitions.

• Export file name
  Enter the export file name.

Export specifications

• Minimum weight
  Enter the desired minimum weight.

Export to ECM

• Export to ECM
  Click the drop-down menu to select the appropriate option. The following options are available:

  • Yes
  • No

• Export path
  Enter the appropriate export path. Alternatively, click the [SEARCH] button to determine the export path.

• [SEARCH]
  Click this button to determine the export path. The Select file window is displayed, see Select file. Select the folder where the file is to be exported.

Export to an external SFTP server

• Export to SFTP server
  Click the drop-down menu to select the appropriate option. The following options are available:
  • Yes
  • No

Send export by email

• Send by email
  Click the drop-down menu to select the appropriate option. The following options are available:
  • Yes
  • No

Receipt export

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping > Drop shipping settings side menu > Menu entry Receipt export

Depending on the supplier selected, the sections and fields displayed may slightly vary.

Document export

• Export from invoice
  Click the drop-down menu to select the appropriate option. The following options are available:

  • Yes
  • No

• Export from delivery note
  Click the drop-down menu to select the appropriate option. The following options are available:

  • Yes
  • No

• Export from dropship delivery note
  Click the drop-down menu to select the appropriate option. The following options are available:

  • Yes
  • No

• Export from proforma order
  Click the drop-down menu to select the appropriate option. The following options are available:

  • Yes
  • No

• File name invoice
  Enter the file name for the invoice.

• File name delivery note
  Enter the file name for the delivery note.

• File name dropship delivery note
  Enter the file name for the dropship delivery note.

• File name proforma order
  Enter the file name for the proforma order.

Export to ECM

• Export to ECM
  Click the drop-down menu to select the appropriate option. The following options are available:

  • Yes
  • No

• Export path
  Enter the appropriate export path. Alternatively, click the [SEARCH] button to determine the export path.

• [SEARCH]
  Click this button to determine the export path. The Select file window is displayed, see Select file. Select the folder where the file is to be exported.

Export to an external SFTP server

• Export to SFTP server
  Click the drop-down menu to select the appropriate option. The following options are available:
  • Yes
  • No

Send receipts by email

• Send by email
  Click the drop-down menu to select the appropriate option. The following options are available:
  • Yes
  • No

Reimport

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping > Drop shipping settings side menu > Menu entry Reimport

Depending on the supplier selected, the sections and fields displayed may slightly vary.

Reimport

• Active
  Click the drop-down menu to select the appropriate option. The following options are available:

  • Yes
  • No

• Import via
  Click the drop-down list to select the appropriate export method. By default, the following options are available:

  • csv
  • No export

• Import definition
  Click the drop-down list to select the export definition. By default, the following options are available:

  • DHL Easylog

• [EDIT]
  Click this button to edit the import definition or add a new one. The Import/export definitions window is displayed, see Import/export definitions.

• Import file name
  Enter the import file name.

Import from the ECM

• Import from the ECM
  Click the drop-down menu to select the appropriate option. The following options are available:

  • Yes
  • No

• Import path
  Enter the appropriate import path. Alternatively, click the [SEARCH] button to determine the import path.

• [SEARCH]
  Click this button to determine the import path. The Select file window is displayed, see Select file. Select the folder where the file must be imported.

• Action after import
  Click the drop-down menu to select the appropriate option. The following options are available:

  • Delete
    Select this option to delete the file after import. The field Path to move and the [SEARCH] button become inactive.

  • Move
    Select this option to move the file after import. The field Path to move and the [SEARCH] button become active.

• Path to move
  Enter the appropriate path to move the file. Alternatively, click the [SEARCH] button to determine the path to move the file.

• [SEARCH]
  Click this button to determine the path to move the file. The Select file window is displayed, see Select file. Select the folder where the file must be moved.

Import from an external SFTP server

• Import from SFTP server
  Click the drop-down menu to select the appropriate option. The following options are available:
  • Yes
  • No

CRM information

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer/supplier > Sub-tab CRM information

This sub-tab is identical to the one displayed when creating a customer/supplier. For a detailed description of this window and the corresponding functions, see CRM information.

When selecting a supplier (account number range 70000-99999) in the Customer/supplier list, only the General and Credit rating sections are displayed. Moreover, the General section contains only the Supervisor, Area, Last pers. contact, Industry and Industry 2 fields.

Additionally, the following buttons are displayed in the bottom right corner of the workspace:

• [NEW/RESET]
  Click this button to reset the Customer/supplier "Customer/supplier number" tab and create a new customer/supplier. The Customer/supplier "Customer/supplier number" tab is closed and changes automatically to the Create customer/supplier tab.

• [DELETE CUSTOMER "CUSTOMER NUMBER"]/[DELETE SUPPLIER "SUPPLIER NUMBER"]
  Click this button to delete the selected customer/supplier.

• [SAVE]
  Click this button to save all changes made to the selected customer/supplier.

Notes

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer/supplier > Sub-tab Notes

This sub-tab is identical to the one displayed when creating a customer/supplier. For a detailed description of this window and the corresponding functions, see Notes.

Additionally, the following buttons are displayed in the bottom right corner of the workspace:

• [NEW/RESET]
  Click this button to reset the Customer/supplier "Customer/supplier number" tab and create a new customer/supplier. The Customer/supplier "Customer/supplier number" tab is closed and changes automatically to the Create customer/supplier tab.

• [DELETE CUSTOMER "CUSTOMER NUMBER"]/[DELETE SUPPLIER "SUPPLIER NUMBER"]
  Click this button to delete the selected customer/supplier.

• [SAVE]
  Click this button to save all changes in the selected customer/supplier.

Select tax office

This function is currently not available.

Edit additional fields

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select customer/supplier > Sub-tab Additional fields > Button EDIT ADDITIONAL FIELDS

Additional fields

• [EXCEL]
  Click this button to display the EXCEL context menu. The following options are available:

  • Export current page
  • Export all

  The [EXCEL] button is only displayed if the Statistics module is installed.

The list displays all additional fields. Depending on the settings, the displayed columns may vary. All fields are read-only.

• 
  Select the checkbox to display the Edit section.

• Field ID
  Field ID entered.

• Field name
  Field name entered.

• Field groups
  Field groups selected.

• Type
  Type of field selected.

• Printing on document type(s)
  Document selected for printing.

• [CREATE]
  Click this button to create one or multiple additional fields. The Add section is displayed.

• [DELETE]
  Click this button to delete the selected additional field from the list.

• (Refresh)
  Click this button to update the list.

Add/Edit

When clicking the [CREATE] button, the Add section is displayed. When selecting a checkbox in the entry list, the Edit section is displayed. The fields in the Add and the Edit section are identical.

• Field ID
  Enter the field ID. The field ID must contain at least two characters. Only a-z und 0-9 can be used.

• Field name
  Enter a field name.

• Type
  Click the drop-down list to select the appropriate field type. The following options are available:
  • Text field
  • Number field
  • Text field, multiline
  • Checkbox
  • ComboBox
  • Date
  • Time

Depending on the selected field type, different fields are displayed.

• Field groups
  Click the drop-down list to select the appropriate option. All available field groups are displayed in the list.

• Multilingual
  Click the drop-down list to select the appropriate option. The following options are available:

  • Yes
  • No

• Force input
  Click the drop-down list to select the appropriate option. The following options are available:

  • Yes
  • No

• Minimum input length/value
  Enter a number to determine the minimum input length/value. This field is only displayed for the Text field and the Number field field types.

• Maximum input length/value
  Enter a number to determine the maximum input length/value. This field is only displayed for the Text field and the Number field field types.

• Print on the following documents
  Click the drop-down list to select the applicable document. The following options are available:

  • Offer
  • Order confirmation
  • Invoice
  • Cash invoice
  • Budget billing invoice
  • Correction invoice
  • Value credit
  • Delivery note
  • Dunning notice
  • Purchase order
  • Loan voucher
  • Pro-forma invoice
  • Reversal document
  • Dropship delivery note
  • Return
  • Return to customer or supplier

• Values
  Click the Value and Text fields in the input box to enter data. If no input line exists, click the [ADD] button. The input box is only displayed for the Combo box field type.

• [ADD]
  Click this button to add an input line for the values of the combo box.

• [DELETE]
  Click this button to delete an input line.

• [SAVE]
  Click this button to save any changes made.

• [CLEAR]
  Click this button to clear all input lines.

Loyalty cards

Accounting > Settings > Tab DEBTORS/CREDITORS > Button Back

Loyalty card printing

Select the customer(s) whose loyalty cards must be printed by dragging and dropping them from the customer list into the Loyalty card printing tab with the mouse.

• Customer no.
  Customer identification number as assigned in the system.

• Short name
  Short name as provided in the system.

• No.
  Card number.

• [PRINT CUSTOMER CARD]
  Click this button to display a preview of the printable customer card.

Import/export definitions

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping > Drop shipping settings side menu > Menu entry Export > Button EDIT
Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping > Drop shipping settings side menu > Menu entry Reimport > Button EDIT

For a detailed description of this window and the corresponding functions, see CSV format definitions.

Select file

Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping > Drop shipping settings side menu > Menu entry Export > Button SEARCH
Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping > Drop shipping settings side menu > Menu entry Receipt export > Button SEARCH
Accounting > Settings > Tab DEBTORS/CREDITORS > Tab Customer/supplier list > Select supplier > Sub-tab Drop shipping > Drop shipping settings side menu > Menu entry Reimport > Button SEARCH

For a detailed description of this window and the corresponding functions, see Select file.

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