Card Information window
Cards Overview > Creating cards > Selling Details viewThe selling information you enter will be used when entering sales for customers. Enter the sales layout you use for each customer and that layout will be displayed when you enter the customer's name in the sales window. Similarly, if you make an entry in the Printed Form field, that form will be used when you print the sale for the customer. If you choose the service layout, you can assign a default income account for a customer. When you enter sales for this customer, the account will be automatically entered when you enter line items on the sale. You can change the automatic customer entries if you wish.
If the rate you charge for time billing activities depends upon the customer you've performed the activity for, you can assign an activity rate to your customer cards.
If you've set up multiple pricing levels for the items you sell using the Pricing Information tab of the Item Information window, you can select the appropriate pricing level for each customer. When you make sales, the prices that appear in the Sales window will be based on the selection you've made here.
If you're required to collect taxes from the customer, or pay taxes to the vendor, you can specify a tax code for the customer or vendor. When you enter the customer card on a sale or the vendor card on a purchase, the tax code you enter in the Selling Details or Buying Details view will be entered automatically.
The credit terms you assign to your customers -- and those your vendors assign to you -- are rules that govern the number of days between shipping and payment, discounts for early payment and penalties for late payment. You can set specific credit terms for each customer using the Customer Terms Information section of the Selling Details view; you can set specific credit terms for vendors using the Vendor Terms Information section of the Buying Details view.
After you set up credit terms, discounts based on the terms are automatically calculated when you enter sales and purchases. (You can change the terms and discount amounts for individual sales or purchases, if you need to.)
Similarly, after you set up credit terms, finance charges based on those terms are automatically calculated beginning the day after a transaction's balance due date. Your customers' finance charges can be printed on their monthly statements, if you want.
| Idea: You can set up credit terms for all new customers and vendors If you wish to establish a set of credit terms for your new customers and your new vendors, you can use the Preferences window to do so. To do this, use the To change the default credit terms for new customers or To change the default credit terms for new vendors procedure. The terms you set in these windows will be applied only to new customer and vendor cards you create. For customer cards already created, credit terms can be assigned in the Selling Details view of the Card Information window; for vendor cards already created, credit terms can be assigned in the Buying Details of the Card Information window. |
Click below for the step-by-step procedure:
To enter selling details (customers only)
Cards Overview - Selling Details view (Card Information window)