1. Selecting a Register

First open the Subject Types register from the menu.

You can also open the register using CTRL+F2 or by clicking the shorcut; icon, set in the taskbar.

2. Creating a New Subject Type

Click the new record button in taskbar. A blank form made ready for entering of a new subject type is opened.

In the upper section of the form enter general information about the customer, that is, an optional eight-digit alpha-numeric subject type ID, optional logical subject type name of maximum 20 characters in length and set whether this is the supplier or the customer. Use customer in the Customers register, and use supplier in the Suppliers register.

Select General from the menu on the left side.

Select the price range, type of price calculation, type of sales or purchase From the Settings box, depending on whether the subject has been selected as customer or supplier and set the default percentage of agreed discount to it.

Set default values for currency, person responsible, delivery method and interest rate type in the Misc box for default and contractual interest.

Check the Stock tracking checkbox if you wish to track the stock with this type of subject (suitable for consignment subjects and warehouses). Select the defaul type of stock valuation:

• 0 - No costing,
• P - Average purchase price,
• L - Last purchase price (LIFO type),
• F - First purchase price (FIFO type),
• P - Constant price

Check the Posting at retail price checkbox if you wish that the stock is being tracked with this type of subject (suitable for consignment subjects and warehouses).

Check the Allow negative stock checkbox if you wish to allow negative stock; that is, issues when there is no stock of the item at the warehouse.

The Subject Types register has a double role:

• in the first phase it serves as a template for the Subjects register, by setting the general settings, for example the currency, number of days for payment and similar for selected segment of subjects. If a common characteristic for an individual type of subjects is changed subsequently (e.g. number of days for payment), you can change it in the Subjects register by using the Copy function.

• another role of the Subjects register is that it allows for distinction among certain types of subjects. In this way you can divide subjects into suppliers, final customers, commissionaires and similar.

Data from the Subject Types register is only being used as default values with assigning new subject IDs when entering in the Subjects register! If you subsequently select the subject type for the subject, this way the data in the Subjects register will not be changed. This can only be done by using of the Copy function.