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Entering a Contact - Pricing Card

Price List
Paste Special    Price List register, Pricing module
Used as default in    Quotations, Sales Orders, Sales Invoices
If the Contact is a Customer and you wish to assign a particular Price List to them, you can do so here. It will determine the prices used in all sales transactions for this Customer.

Note that you can also allocate Price Lists to Customer Categories. This makes it easy to allocate or change the Price List of a group of Customers in a single step. Any Price List specified here will override that of the Customer Category (if any) to which the Customer belongs.

Please refer to the Price List page for full details of how to use Price Lists. If you need to use dated Price Lists, please refer also to the section below describing the Price Based On options.

Sales Currency
Paste Special    Currency register, System module
Used as default in    Quotations, Sales Orders, Sales Invoices
Purch. Currency
Paste Special    Currency register, System module
Used as default in    Purchase Orders, Purchase Invoices, Goods Receipts
Use these two fields to specify the Currencies to be used when selling to and buying from this Contact.

When you enter a sales transaction, all prices of Items will be converted from the home Currency to the Sales Currency specified here using the latest Exchange Rates.

When you enter Purchase Orders manually, all prices of Items will be converted from the home Currency to the Purch. Currency specified here using the agreed Exchange Rate. When you create Purchase Orders using the automated 'Create Purchase Orders' function, the Purch. Currency specified here and the latest Exchange Rate will be used.

You will not be able to use any Currency in sales or purchase transactions in the name of this Contact other than those specified here. If you need to be able to use more than one Currency with a particular Contact, leave these fields blank.

Once you have specified a Sales Currency and have used the Contact in a sales transaction of any kind, you should not change the Sales Currency. Similarly, you should not change the Purch. Currency once you have used the contact in a purchasing transaction.

Discount Matrix
Paste Special    Discount Matrix register, Pricing module
Used as default in    Quotations, Sales Orders, Sales Invoices
If the Contact is a Customer and you wish to assign a particular Discount Matrix to them, you can do so here. Discount Matrices allow you to set up a quantity discount structure and are fully described here. When you enter a sales transaction for this Customer, the Discount Matrix entered here will determine the default percentage discount for each Item, depending on the quantity ordered.

You can also allocate Discount Matrices to Customer Categories. This makes it easy to allocate or change the Discount Matrix of a group of Customers in a single step. Any Discount Matrix specified here will override that of the Customer Category (if any) to which the Customer belongs.

Salesman
Paste Special    Person register, System module
Used as default in    Quotations, Sales Orders, Sales Invoices, Purchase Invoices
Enter the initials of the salesman responsible for this Contact's account. By default, Sales Orders and Sales and Purchase Invoices for this company will be attributed to the salesman entered here.

This field is also used by the Limited Access module: please refer to the description of the Sales Group field (below) for details.

Default Items
Paste Special    Default Items setting, Sales Ledger
The Default Items setting allows you to define sets of Items that are always to appear on Sales Invoices for certain Customers. If this Contact is a Customer, specify here a particular Default Item record (i.e. a particular set of Items) for them. When you enter an Invoice, the default Items will be add