Attribute Sets for Entities
This page lists the fixed (System) attribute sets that can be added to Contacts that are Entities. How attributes work, including custom attributes and lookup lists, is explained on Custom Attributes.
Available Attribute Sets
| Attribute Name | Description | Add more than once? |
|---|---|---|
| Customers | Designates the contact as a customer. Provides fields for customer-related information. Automatically added if you create a customer from the Customers module. | No |
| Suppliers | Designates the contact as a supplier. Provides fields for supplier-related information. Automatically added if you create a supplier from the Suppliers module. | No |
| Currency and Tax | Enter default Currency, VAT and Withholding Tax information. Automatically added to customers and suppliers created from the Customers or Suppliers module (not from Contacts). | No |
| Bank | Fields for bank details. | Yes |
Customer Attributes
| Attribute | Value |
|---|---|
| Status | Select from a dropdown list of Customer Statuses. |
| Code | Enter a code (e.g. account number). Includes a context menu to generate a six-character code consisting of the first three letters of the name and three numbers (e.g. APP001). |
| Sales Rep | Select from a dropdown list of usernames. The list consists of contacts that have the Staff attribute set added and the Sales Rep box checked. |
| Accounts Contact | Select an accounts contact from a dropdown list of employees. Employees are the people added on the Employees tab. |
| Credit Terms | Select from a dropdown list of credit terms. |
| Credit Limit | Enter a credit limit in the local currency. |
| Billing Method | Select from a dropdown list of billing methods. |
| Price List | Select from a dropdown list of Price Lists. |
| Note | Enter a note, which appears on the status bar in edit view. |
| Branch Code | Enter a branch code for tax reporting purposes. |
Supplier Attributes
| Attribute | Value |
|---|---|
| Status | Select from a dropdown list of Supplier Statuses. |
| Code | Enter a code (e.g. account number). Includes a context menu to generate a six-character code consisting of the first three letters of the name and three numbers (e.g. APP001). |
| Accounts Contact | Select an accounts contact from a dropdown list of employees. Employees are the people added on the Employees tab. |
| Credit Terms | Select from a dropdown list of credit terms. |
| Credit Limit | Enter a credit limit in the local currency. |
| Billing Method | Select from a dropdown list of billing methods. |
| Note | Enter a note, which appears on the status bar in edit view. |
| Branch Code | Enter a branch code for tax reporting purposes. |
Currency and Tax Attributes
The currency and tax attributes are added automatically to customers and suppliers created from the Customers or Suppliers module (not from Contacts).
| Attribute | Value |
|---|---|
| Currency | Select from a dropdown list of available currencies. |
| VAT Type | Select from a dropdown list of available VAT Types. 100% VAT Types are not allowed. The default can be changed on a transaction (e.g. if a supplier charges VAT on goods imported). |
| VAT No. | Enter the customer’s or supplier’s VAT registration number. |
| Discount – Account | Select the account to which discount is posted (e.g. Discount Allowed or Discount Received). |
| Withholding Tax (WHT) – Account | Select the account to which withholding taxes are posted (e.g. Current Liability > Withholding Taxes). |
Bank Attributes
Lookup lists, where available, can be edited or created by right-clicking an entry and selecting Edit Lookups.
| Attribute | Value | Can a Lookup List be created? |
|---|---|---|
| Account Holder | Enter the name of the bank account holder (e.g. the customer’s or supplier’s legal name). | No |
| Bank | Enter the bank’s name. | Yes |
| Branch Code | Enter the bank’s branch code. | No |
| Type | Enter the type of bank account (e.g. Current, Savings). | Yes |
| Account/IBAN No. | Enter the entity’s bank account number. | No |
| SWIFT/BIC Code | Enter the bank’s international clearing or SWIFT code. | No |