Is it possible to have a separate terms list for customers and suppliers?
Hello, is it possible to have a separate terms list for customers and suppliers?
We have terms set up for suppliers which we do not want to use for customers. However they do sometimes get used as they are available. For example, in suppliers we used 7 days, 21 days, 30 days. But in customers we only want to use COD and 30 days.
Thanks Ann
Answers
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There is only one Terms List.
Consider making a term name that is prefixed so that the user selecting the term knows to use specific ones for Customers and the other ones for Suppliers.
Example:CUST_COD
CUST_30Days
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Thank you for your reply.
How is that done? Do you mean putting a C in front of term for customers for example?
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Yes, you can rename a term in the Terms List and put the letter "C" in front of the terms that you want to use only for Customers.
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In addition, if you add the applicable Terms to the Customer & Supplier records, this will prefill automatically when an Invoice/Bill is generated, meaning staff donβt have to remember which one to select each time π
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Reckon Staff 
