Entities Edit View

Refresh Lookups: Refreshes the lookups.

Delete Entity: Deletes the entity (see below).

Entities can only be deleted if:

All Entities:

• There are no linked Assets.
• There are no linked Staff.

Cost Centres:

• There are no linked Service Attributes on Items.
• There are no linked Costing Services on Items.

Stock Locations:

• There are no linked Transaction Items.
• There are no Items with linked Locations (Inventory (tab)).

Registered Entities, Branches and Tills:

• There are no linked Transactions (Entity selected in the transaction header).

View/Edit Notes & Attachments: Create, edit or view any notes and attachments.

Settings

• Edit User Access: Sets the User Access for entities.
• Edit Statuses (Entities): Create or edit Statuses for entities.
• Edit Statuses (Assets): Create or edit Statuses for assets.
• Edit Positions: Create or edit staff Positions.

Layout

Select a status from the dropdown list.

Enter a Status Note.

Enter the name of the entity.

Arrow on Name Field: Click the arrow to select an existing contact from a list of contacts.

This tab only appears if the Entity Type is Registered, Branch or Till (PoS).

• Masthead (.rtf): A rich-text field to enter or paste a master header that appears on output forms (e.g. invoices).
• Logo (.jpg, .png): Upload or paste a logo that appears on output forms (e.g. invoices).
• Bank Detail: Enter the entity’s bank details, which appear on forms (e.g. invoices).

This tab only appears if the Entity Type is Stock Location.

See Accounting (tab) below.

• Select Contacts: Opens a list of contacts for you to select one to add.
• Add Staff: Opens a Contact – Person form for you to complete.

A submenu (also opened by right-clicking an entry) with these options:

• Edit: Opens the contact form for editing.
• Delete link to Staff Ctrl + Delete: Removes the entry from the Staff tab but does not delete the contact.

A dropdown list with these options:

• Select Assets: Shows a list of all the assets for you to select from. The list can be filtered by Type.
• Add Asset > Vehicles: Creates a vehicle asset and adds it to the entity.
• Add Asset > Equipment: Creates an equipment asset and adds it to the entity.
• Add Asset > Other: Creates an asset of the type Other and adds it to the entity.

A submenu (also opened by right-clicking the entry) with these options:

• Edit: Opens the asset’s record for editing.
• Remove Linked: Unlinks the asset from the entity.

Select the ledger account for the inventory held at this location. Press Delete to clear it.

On Transaction Types with the Dr Type or Cr Type setting Inventory (see Transaction Type Settings), when an item entry gets this location, or its location is changed, the entry’s Dr account (Dr Type Inventory) or Cr account (Cr Type Inventory) is set to this account. For example, a Transfer Issue with Cr Type Inventory uses the Location From’s account, and a Transfer Receive with Dr Type Inventory uses the Location To’s account.

Copied items get the location’s Inventory Account instead of the source account. An account changed manually on the entry stays until the location is changed again.

If a location has no Inventory Account, the entry’s account is kept as it is.