Create Supplier & Customer Areas in Cloud Accounting

Created by Shirley Choong, Modified on Sat, 30 Sep 2023 at 08:22 PM by Shirley Choong

Areas is a system function that allows the user to group its Suppliers and Customers by their whereabouts or Location. This function can be used to generate various reports by filtering the report’s data by its Area(s)

In the Areas setting screen, you may enable the Area(s) created for Customers, Suppliers, or for both customers and suppliers.

To create a new Area, simply navigate to Company, expand Maintenance, and click on Areas. In the Areas List View, click on Add.

Input the fields with its corresponding setting and data. 

Code: This is a compulsory field with maximum of 20 alphanumeric length. Each Code created should be unique.

Name: This is a compulsory field to indicate the name of the Area.

Type: Define where the Area created is enable for:

  • Both
  • Customer Only
  • Supplier Only

Active: By default, the button is toggle On, indicating that the Area is still in use. Disable or toggle Off to set an Area as Inactive, if it is no longer used in the system.

Default: Toggle the button on or off to set the Area as Default Area for Suppliers and/or Customers based on the Type selected. 

 

Once done, click on Submit to save the new Area Code.

Editing an Area Code is similar as how it is done in Terms and Currencies Maintenance. 

In the Areas List View, click on the Area Code

 

 

Amend accordingly. Once done, click Submit to update.

 

 


Deletion of an Area Code can only be done from the Areas List Screen, and if the code(s) is not use in any transactions or is associated with any Customers or Suppliers.  

You may select multiple Area Code(s) using the checkbox in the far-left corner. At the same time, the Delete button will be enabled at the top of the list. 

Clicking on Delete will prompt a request for confirmation. Click on ‘Confirm Delete’ to delete the Area(s).

 


 

 

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