A trading group or head office consists of two or more customers who place orders independently and have separate delivery addresses but wish to be invoiced together.
Only one customer can be assigned as head office for the trading group.
Head office account customers can be identified as part of the trading group by selecting another customer to act as their head office. Trading group members can select to:
Use head office default delivery address.
Use head office default invoice address.
To set up a customer to be the head office account
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.In the Code or Name column, click the hyperlink, the underlined text to put the customer record into edit mode.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow on the right-hand side middle of the screen.Click the Settings tab and scroll to the Head Office section.
Select Head Office to Yes.
Click Save.