Sage Line 50 tutorial is designed for book-keeping software, in this blog we will teach you how to use this software. In sage line 50 blog you will learn about how to install and operate Sage Line 50 and how to install on network.

Entering Customer Defaults

Each time you create a new customer record you will be asked to enter details such as the credit
limit, terms and discount type and value.

If you give most of your customers similar terms and conditions, you can use the defaults to
save you time when creating customer records. Defaults mean that you do not have to enter
the same information into each record over and over again. If you need to, you can override the
defaults shown in a record. If every customer is different, do not set up your customer defaults.

To enter your customer defaults

1. From the Settings menu, choose Customer Defaults.The Customer Defaults window appears.

2. In the Record tab, enter your customer information.
Note: You can change any of these details on the customer record.

All customer records list the country where the customer is based.
Use the drop-down list to select the country that you want to assign
to each newly created customer record.

Use the 'Currency' drop-down list to select a currency that will be
assigned, by default, to each newly created customer record. For
information about setting up and trading in multiple currencies,

'Std. Tax Code'
Select a default tax code that will be assigned to all transactions that
you create for this customer.
Note: If necessary, this default tax code can be changed in any
transaction that is created.

'Def. N/C'
Enter the default nominal account code that you want to be used
when you create customer records and when you generate a service
invoice for a customer.
Note: If necessary, this default nominal code can be changed in any service invoice that you create.

Use the drop-down list to choose the department that you want to
set as the default on each newly created customer record. To find out
how to set up your departments,

'Discount %'
You can set a basic discount that will be applied to all customer
transactions. No conditions will be used when applying the discount,
it will be applied to every invoice that you enter for your customers.
You can still change the discount amount manually on each invoice if
necessary. If you want to apply each discount individually, you should
leave the discount amount as 0.00.


(Accountant Plus & Financial Controller only)

Select from this drop-down list whether or not to set a default
additional discount for your customers. If you want to give an
additional discount, select the Additional Discount from the following:

'No Additional': Do not apply any extra discount.

'Invoice Value': Select this additional discount type to apply discounts
based on the value of the invoice raised. The percentage discount
that is applied is calculated from the Customer Defaults Discounts
tab, where ten different value ranges can be assigned different
discount rates. If you want to set up a discount based on a
customer’s invoice values, enter the discount structure using the
Discounts tab from the Customer Defaults window.

'Quantity Table A-E': Select one of these quantity tables to apply
additional discount based on the quantity of products bought. These
tables are set up using the Discount tab of each product record.
If you have chosen to rename your quantity tabs, the names that you
have entered appear in this list.

'Price List'

(Accountant Plus & Financial Controller only)

If the selected customer is a member of a price list, the price list
reference appears here. A customer can only belong to one price list.
If you want to change the price list that the selected customer
belongs to, select the price list you require from the drop-down list.
'Default' Select the default account status from the drop-down list. This is the
account status that will be assigned to each new customer record.
You can change this in each individual customer record if necessary.

3. Use the Statements tab to enter any standard statement descriptions that you want to
apply to your invoices, credits, discounts and payments.

4. Use the Ageing tab to set the periods you want to use to monitor how long your customers
have owed you money.

5. (Financial Controller and Accountant Plus users) You can also enter customer
discounts based on invoice values on the Discount tab.

6. To save your customer defaults, click OK. If you do not want to save your defaults, click

The defaults you have entered here appear on any new customer record you create.


Anonymous said...

It absolutely agree

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