Store Account Data Fields

Name

A word or description that identifies the store account being established (i.e. Store Account, Quick Sale, Stock Order).  When you press Tab or Enter after typing the Name, the 'Short Name' will automatically appear in the box directly below.  The 'Short Name' is used in account searches, and can be changed if necessary.

Location

The store location the store account is being established for. There must be at least one store account per location. Click in the Location field and select the applicable location from the drop down list box.

Tax Auth

The tax authority to be used when the store account being established is used for quick sales. Click in the Tax Auth field and select the applicable tax authority from the drop down list box.

Cust Type

The customer default to be referred to when a quick sale is entered. Customer defaults are established in "Customer Defaults" on the Customer Maintenance menu. You should be certain to have a customer default established for 'Cash Only' customers (as opposed to customers that can charge to account). This would most likely be the customer type to assign to the store account. Click in the Cust Type box and select the applicable customer default from the drop down list.

Tax Exempt

If you are establishing a store account for your cash only, tax exempt customers, be certain the Tax Exempt box is selected. 

Exemption Code

If you flagged this store account as being tax exempt, be certain to select the type of exemption.  Click in the Exemption Code box and select the exemption type from the drop down list.  The tax exemptions appearing in the drop down list are taken from system categories 1804-1810.  Refer to "System Categories Header" and "System Categories" for more information.