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Next Generation - Set a customer to be head office

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.
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Only one customer can be assigned as head office for the trading group.
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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

  1. 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 icon and choose from the available filter list, then click OK.

  2. In the Code or Name column, click the hyperlink, the underlined text.
    ​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.

  3. Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Settings tab and scroll to the Head Office section.
    ​Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit customer records.

  4. Select Head Office to Yes.

  5. Click Save.

Related Articles
Next Generation - Add multiple addresses for a customer
Next Generation - Populate the details tab for a customer record
Next Generation - Populate the Settings Tab for a customer record
Next Generation - Set a customer to be inactive
Next Generation - Set up a head office and sub office relationship
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