PANTHEON™ Help

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 [Collapse]Ръководство за PANTHEON Гранули
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   Започване
   Using PANTHEON Granules at Tecta, a fictional company
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  [Expand]Полеви сервизен гранул
   PANTHEON Granules - FAQ
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  [Expand]Инвентаризация на склада Гранула
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[Expand]Потребителски сайт

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Customer Data

Customer Data

Customer Data

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Subject from the selection table select the customer to whom you are invoicing the goods sold.

The program automatically fills the data about street, postal code, location of customer and the default type of sale.

000001.gif If you wish to sell to anonymous customer, it is the best to open a code for anonymous customer in customs register (for example, End Customer or Cash register Customer) and select it as a default customer in document types register.
Sell To the default type of sale is being filled from the customers register and can be changed here. The data is of a crucial importance for accuracy of VAT records. You can select the type of sales:
  • to Endcustomer – issues to persons, who are not taxable persons. Such issues can be printed out in the tax records pooled by date of issue or by individual issued invoices. Also the issues to foreign persons who will demand return of VAT belong into this category.
  • to taxable person – such issues are always shown separately in the tax records, regardless of selected type of POS report, because you are obliged to enter data about the customer and their tax ID number.
Clerk data about the clerk, who logged-on to the program (name and last name of the subject from data about the user)
Department data about Department to which the document belongs. The default Department can be set in Documents Type Settings.

 

In case Loyalty Cards are being used then a Card number can be selected. 

The customer can be found by the entered Card number or when customer is already selected the Card numbers applied to him/her appear.

In case Loyalty Card is selected then in case of active Loyalty actions program will consider prices and discounts set in Loyalty actions settings.

 

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