📍 Where can I find this module?
Main menu > Catalog
By entering the accounting codes for catalog items, you can save considerable time on accounting entry.
In fact, every time you create an accounting documentinvoice, payment, etc.), it is automatically recorded in the accounting system.
To do this, follow the steps below:
- Create one or more*** Accounting Strategies*** for a*** Product Family***,
An accounting strategy is specific to the FItem family , but an ***item family*** can have multiple accounting strategies depending on the context or the VAT rate used in the accounting document.
- Link an ***Article Family*** to an individual ***Article (Product or Service)*** in order for it to be applied.
(Catalog/Products or Catalog/Services, record accounting section selected)
Note: A strategy can also be applied directly to an item. This action is exceptional, as in this case the strategy is only valid for the defined item.
[box type="shadow"]Tip: From the record Article or Article Family, you can view the existing strategies associated with it by clicking on the ‘Accounting’. You can also add new ones.[/box]