This is a step by step guide on how to manage the Foodstuffs Account.
1. Load Foodstuffs North Island into the database as a Client
This entry will become the Head Office.
Note: Put your Vendor number into the Country Field (this is a workaround).
2. Add the Branch as a normal Client into the database.
a) Place store's SAP number at the end of the organisations name
b) Place Store number and SAP number in the Country Field (This is a workaround)
c) Save the record
3. Select 'Customers' tab
a) Select 'Change Billing' button
b) Select Option 1 and make sure to tick "Place the current contact's details in 'Despatch To' area and Packing Slip?'
c) Select the FOODSTUFFS NORTH ISLAND HEAD OFFICE
Correcting Existing Invoices
1. Any invoices created to this moment, will not be assigned to the Head Office
To do this you will need to
a) Locate the store in the Database
b) Go to 'Customers' and use the 'Change Billing' Function to set up the 'Create Invoice for Another Contact'
c) Open the Invoice
d) Go to the Invoice and In the menu section, Select menu option, Fix.
e) Locate the Head Office and select 'OK'
Note: In this case we have to select the Head Office for billing. The store details will still appear in the despatched to area.
Make sure the SAP number is listed somewhere on the Invoice. You may have to enter this manually.
Task complete.