To set up a trading group, you first have to set up a customer to be the head office account. To do this, you can follow our article on set a customer to be head office.
To set up a head office and a sub office relationship:
Click Debtors and 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 icon on the right-hand side middle of the screen.Click the Settings tab and scroll to the Head Office section.
Click the drop-down for the Head Office Account field.
If displayed, click the Head Office customer or click Show More to search for the Head Office customer.
Click Save.