Manage and Follow National Accounts

Simple National Account Procedure

• Create GL for National Account in the type Active for supplier credit to come.

• Create a payment mode to be able to close your invoice. 

• Enter your purchases of tire

  • via the Purchase tab. 

  • via the supplier invoice entry from the Point of Sale.

• Sell tires to a national account client via the Point of Sale with National account set a payment mode see 

  • Option 1: Work order step "Pending for credit adjustment NA" and (Reservation and packing slip).

  • Option 2: Close the invoice and credit the invoice based on the credit memo value from the supplier

• Enter credit note using a negative entry and a distribution to the National Account GL.

  • without adding the tax distribution: else you pay the taxes twice.