Difference between revisions of "Main Page/Billing Rating FAQs\Account Securities"
From Emersion
(→Creating an Account Security Type) |
(→Adding a New Security to a Customer Account) |
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== Adding a New Security to a Customer Account == | == Adding a New Security to a Customer Account == | ||
| − | * Now that you have your Security Type setup you can | + | * Now that you have your Security Type setup you can start using it. |
* Navigate to Finance -> Securities OR Navigate to the Account, then the Account Security Tab. | * Navigate to Finance -> Securities OR Navigate to the Account, then the Account Security Tab. | ||
Revision as of 12:03, 4 September 2014
Creating Account Securities
- There are two steps to creating an account security.
- You must first create an account security type.
- You can then add an account security to an account.
Creating an Account Security Type
- The first step you must take is to create a new Product. This product will have certain attributes which will mean it can be assigned to an Account Security Type later.
- Go to Product - > Product Management -> New Product.
- Create a new product, Ensuring the Product Category is Security. Choose an appropriate ledger code and default price (the price can be overridden later). As this is a physical product you won't need to concern yourself with serialised data,manufacturers and the like.
- Now make your way to the Account Security Type section under the Admin Menu. Choose the Product you created, add a price and a description and save.
Adding a New Security to a Customer Account
- Now that you have your Security Type setup you can start using it.
- Navigate to Finance -> Securities OR Navigate to the Account, then the Account Security Tab.
- Click Create New Account Security
- Choose the Security Type, a price and a description. You can either use the default price or you may override it if you wish.
