Customer & Supplier Product Codes

Enterprise & Corporate Edition Only

To access this feature select from the main menu Tables|Stock|Supplier Product Codes, in order to enter your supplier's product codes in CAPITAL. Or select from the main menu Tables|Stock|Customer Product Codes, in order to enter your customer's product codes.

You may also access these tables by going into the Stock Control section of CAPITAL and selecting from the menu View|Supplier Product Codes or View|Customer Product Codes.

The Customer & Supplier Product Codes facility is useful when you need to record your suppliers or customers product codes in your stock control system, so that you can reference these codes against your own product codes, or print your customer or supplier product codes on forms such as invoices, purchase orders, quotations, stock receipts, etc.

Entering & Managing Customer & Supplier Codes

Press the Add button to add a new code in the relevant area. Select Customer Product Codes when you wish to replace your product code with a customer's product code on transactions such as invoices, quotations and sales orders. Select Supplier Product Codes when you wish to replace your product code with your supplier's product code on transactions such as purchase orders and stock returns.

You can also print a supplier's product code on pick lists and on transactions such as invoices, sales order and quotations. In these cases, the product code of the supplier, assigned to the stock item, is used. For example, if the stock item ABC is assigned to the supplier code 'ACME' and you wish to print the supplier's product code on an invoice, then CAPITAL locates the stock item ABC in stock control, retrieve's its default supplier code and looks this code up in the Supplier Product Codes table.

Account Code

Enter the customer or supplier account code (depending on whether you are entering customer or supplier product codes) here or press F12 to display a list of available accounts.

Product Code

Enter your product code, as per the product code field in stock control, here. Or press F12 to display a list.

Customer (or) Supplier Code

Enter the customer or supplier's product code here. This code may be up to 40 characters long.

You may optionally press F12 to look-up product codes in your existing stock system, although in most typical cases the code is not likely to be found here.

In CAPITAL product codes are always stored and displayed in uppercase, irrespective of how they are typed in.

Managing Product Codes

Add

Press the Add button to enter a new product code.

Save

Press the Save button to save any changes you have made to a product code record.

Save & Add

Press the Save & Add button to save any changes you have made to the current product code record and then add another product code.

Undo

Press the Undo button to go back one step. Pressing Undo after making changes to a record will remove those changes and restore the record back to its previous saved state. You cannot undo once you have saved a record. You can also press the Undo button in order to leave Add mode if you decide you no longer wish to add another product code record.

Delete

Press the Delete button to delete the currently selected product code record.

Find

Press the Find button to locate a product code record. CAPITAL will attempt to match the record you ask for or the one closest, based on the information you provide. For example, if you enter the account code, product code and supplier or customer code, CAPITAL will try to locate a record that matches all three criteria. In Customer Product Code entry, the find function will only find customer product codes. In Supplier Product Code entry, the find function will only find supplier product codes.

Printing Customer & Supplier Codes

Using the Visual Builder form editor, add the body contents field code CUSPCODE to display customer specific product codes and use the field code SUPPCODE to display supplier specific product codes.

You cannot print customer product codes on purchase orders, stock returns and stock receipts, as the customer is not identified on these types of transactions. But you can print the supplier product code on invoices, quotations, job cards, hire cards, and sales orders. However in these cases, the supplier is identified by the supplier code assigned to the stock record in stock control.

Working With Customer & Supplier Codes

You may add supplier code columns, and where applicable, customer code columns, to your transaction screens. For invoices, quotations, sales orders and other customer related transactions, you may search and enter product items by using your customer's code. You may also view your supplier's product code.

For supplier related transactions such as purchase orders, stock returns and stock receipts, you may view the product codes of your suppliers and also locate product items by entering your supplier's code.

For more information on transaction columns consult the topic: Transaction Columns.

____________________________