Overview:

To effectively manage your customer and supplier account records in Zumzum Financials, ensure your administrator has added the necessary fields to your account page layouts and granted you permission to edit these records. You can update individual accounts directly in the Salesforce user interface or use the Salesforce Data Loader for bulk updates. Key fields to update include setting the account type to “Customer” or “Supplier” and entering an account number for each customer. Additionally, consider setting default values for payment due days, nominal accounts, and tax rates to streamline sales or purchase transactions associated with each account.

To process sales and purchasing transactions against your account records you will need to update the following fields with data:

Update Your Customer and Supplier Account Records

Ensure your administrator has added the below fields to your account page layouts in Salesforce and also granted you permission to edit the records.

You may update an individual account in the Salesforce user interface, or bulk update data using the Salesforce Data Loader.

Update the below values on your account records:

Type – update your records to “Customer” or “Supplier” 

Account Number – each customer will need to have an account number entered 

Optionally you should consider adding defaults Account values for:

Payment Due Days – sets the default payment days on your sales or purchase invoices associated with this Account.  

Nominal Account – sets the default nominal account for sales or purchase associated with this Account

Tax Rate – sets the default tax rate for transactions associated with this Account

For more information on updating records, you can refer to the Salesforce help articles.