For financial management purposes, the system allows you to assign unique codes to each of your accounts. You are also able to select which payment types you wish to offer customers, for example, MasterCard, Visa and Cash.
Step-by-step guide
1. Click on the arrow and select Settings
2. Go to Financial Tab, and then Account Export Codes tab
3. On the left side of the screen, you will see the main accounts used in your system.
a. STD - A standard WHOLESALE order, meaning that it will pull the wholesale price and add the Qty's to the "to be ordered list"
b. WEB - If you have an integrated web site, all web orders will be put under this order type.
c. POS - If you have an integrated POS (Point of Sale) solution then those sales will but put under that category.
d. OTS - This order is similar to STD, but will automatically be stock order
e. RETURN - When goods are returned.
Assign a unique code for each, for example, 11115.
4.
Payment Types and their codes
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