Basic contract - Assign addresses and accounts

Basic contract - Assign addresses and accounts

In the basic contract, you can define standard addresses and bank accounts for the purchasing company and for the supplier. The addresses and accounts have to be created by a user with the authorization set company administrator and then be assigned to the companies. You can also assign the basic contract to distributors.

In the basic contract, click the tab Addresses and accounts.

Defining standard addresses

In the section Addresses purchasing company or Addresses supplier, select the addresses from the listbox. The addresses that are selected here will be entered as standard addresses in the basket of this company's users. Users may select deviating addresses only for basket items. If you don't enter a standard address here, the user has to select these addresses for the basket. For the purchasing organisation, default values for mailroom address and invoice address are entered here. These settings are taken over to the order items in the basket. The user can only replace this address for an order item by an address assigned to him. Orders from other basic contracts that do not specify a certain address, can be ordered with the overall basket address settings.

Attention: If standard addresses have been defined in the basic contract, changes for the entire order on the tab Addresses in the basket will be ignored! Changes can only be made for the order item itself.

Standard addresses should be defined by the company administrator in the company profile, if no entries are made in the basic contract, and the user does not want to change the mailroom address for the order item.

Note: Please note that in case of a grouping of mailroom addresses (see settings for orders), these are taken from the basket, either from the order item, or, if they do not exist there, from the basket settings. Final recipient's addresses are the 'personal' addresses of the requesting person and can not be saved in the basic contract. Thus the supplier does not get the standard mailroom address that has been defined here.

The addresses of suppliers are used for the return of goods or as credit note address. If no entry has been made here, the addresses that have been defined in the supplier's company profile are valid.

Note: If for example also the email address is displayed in the selection field of the addresses, depends on the Address settings in the profile

Select the standard address in the corresponding selection lists for the purchasing company and for the supplying company.

If a certain type of address should always be selected in the basket, activate the option in the section Addresses in the basket. Consequently, the basket can not be sent without selection of this address.

Defining accounts

In this field, you can select the purchasing company's account in the Buyer Company box, and the supplying company's account in the Supplier account box. All accounts that are assigned to the buyer or supplying company are available for selection. These were created previously under Accounts.

The account data are needed in order to print credit notes or create debit notes. First of all, a user with the authorization set Company administrator has to create the necessary accounts.

In the section Accounts, select the accounts for the Buying company and for the supplier.

Assigning distributors

Distributors can be assigned to one or several suppliers. If products are ordered from one of these suppliers, the users can select a certain distributor for the products in the basket.

In the list Available distributors, all distributors are displayed that have been assigned to the supplier. Select the distributors and click the icon to assign them. The assigned distributors can be selected in baskets for this basic contract.

Basic contract - Assign addresses and accounts

See also