Create vendor or customer accounts
Scopevisio uses role-based contact management. In this context, customer and vendor are special roles that have a general contact as their basis. A contact can be both a customer and a vendor. If you create a customer or vendor, you automatically create a general contact.
You should therefore check whether a corresponding contact already exists. If so, it is advisable to simply assign the new role (customer or vendor) to the existing contact via Convert .
Use Scopen to check whether the contact already exists. This can of course also be done via the contact management. You can also create a new contact there immediately.
For a saved contact, select the Convert button and add the desired role. Here, the customer role is added for a contact that is already a vendor.
...
To create a person account during another process, you can use the plus button in the menu bar.
...
As the creation of debtors and creditors works largely in the same way, only the form or the creditor role is shown here.
...
First enter the name of the company. You can do this in the Vendor role in GO Company or you can switch briefly to the Contact role (General).
When you slowly fill in the name of the company, existing contacts are displayed. If you type at least 7 characters, you will also receive suggestions from the Creditreform knowledge.
...
When creating (saving) a debtor or creditor, the personal account is automatically determined from the number range selected below if this does not provide for manual assignment.
If the collective account, i.e. the corresponding general ledger account, usually trade receivables or trade payables , is not filled in, add it using the selection list.
...
As soon as the data record is saved, the person account name is generated from the company name, which you can edit. The person account can now be posted to.
Once you have posted to a personal account, you can no longer change the collective account. This also applies if the posting is reversed or the balance of the personal account is zero.
Fill in other recommended fields
...