SYSTEM SETTING > SETTINGS AND CONTROLS > ACCOUNT TYPE 


This feature will give users a way of assigning an Account Type to both customers and vendors which will benefit them by allowing: 

  • Reports to be run for these entities that can be filtered and/or sorted by this account type; and 
  • Tax exemptions will be controlled by Account Type 

TO REVIEW OR ADD NEW ACCOUNT TYPES
  1. From the Blackpurl Header >
    > System Settings
  
  1. From the System settings Dashboard, select 


  1. From the Settings & Controls options > select Account Types
Using the above screen shot, you can see that this dealership only has two account types set up:
  • Account Type - Retail Customer - applies to Customers only and it has no tax exemptions.
This means that each time a Customer with this Account Type purchases an item from your dealership, they will be charged the applicable tax.
  • Account Type - Supplier - applies to Vendors only and it has no tax exemptions.
This means that each time the dealership purchases from Vendors with this Account Type, the applicable tax will be charged.

TIP: If you wish to edit the Account type, click on  the relevant account type line.
  1. You can have as many Account Types as you require - with different combinations of tax exemptions etc. 
Remember you first have Add a New Account Type (or there must be one existing) to be able to allocate to the relevant Customers / Vendors.

HOW TO ADD A NEW ACCOUNT TYPE:

Use the same concept for creating a new Account Type that applies to Vendors and Customers.
  1. From the Setting & Control - Account Types, click on 
  1. Then simply complete the Add account type pop up and then click on 

For example:
I have Customers that only pays GST, a new Account type is created that will only apply to Customers only and then tick all Exempt checkboxes except for GST - see below:
  1. Once the new Account Type is created - it will show in this section:



NOTE: I have not changed the default.  All new customer created will still default to the Account Type: Retail Customer.
HOW DO I ASSIGN AN ACCOUNT TYPE

Use this same concept for assigning Account Types to both Vendor and Customers (you would just need to navigate to the relevant Vendor record or Customer record)

  1. Continuing with our example above for Customers:
Navigate to the relevant Customer Record and click on 



  1. From the Edit Customer Screen > find Account Type field and select your new Account Type > then
  
  1. The Customer record will update with the new Account Type and what the relevant tax exemptions are:
GRID SEARCH / REPORTING
  • You can now run certain grid searches and have the option of adding a new column Account Type
For example:
If you run a Customer search, you can now select a new column to report on Account Types:

OR
  • You now have the option in the parameters to report on Account Types.
For example:
If you run a Customer search, you can now change the parameter to only report on certain Account Types: