Attribute Sets Entities

When capturing records, transactions, or tickets you might want to capture information that QuickEasy BOS doesn’t automatically include. You can achieve this by using Attributes. There are pre-created sets of Attributes for specific modules which are listed under System when you add attributes. 

Unique attributes can also be created (e.g. to add information such as a supplier’s BEE rating). These attributes are named Custom Attributes.

Lookup lists may be created for certain attributes which allow users to select an option instead of typing it. Lookup lists are automatically alphabetised. Lookup lists are created from the attributes interface (e.g. Main Menu > Setup > Attributes or Menu (button) > Edit Attributes).

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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 new 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 new supplier from the suppliers’ module.	No
Currency and VAT	Fields to enter default Currencies and VAT information. These attributes are added by default to customers and suppliers if they are created from their respective modules (and not from contacts).	No
Bank	Fields for bank details.	Yes

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Customer Attributes 

Attribute	Value
Status	A dropdown list of Customer Statuses from which one can be selected.
Code	A field to type a code (e.g. account number). Includes a context menu to generate a 6-digit code consisting of the first three letters of the name and three numbers (e.g. APP001).
Sales Rep	A dropdown list of usernames from which a rep can be selected. The list consists of contacts that have the staff attribute added and the rep checkbox is checked.
Accounts Contact	A dropdown list of employees from which an Accounts Contact can be selected. Employees are the people who were added on the Employees tab.
Credit Terms	A dropdown list of Credit Terms from which one can be selected.
Credit Limit	A field to type a Credit Limit in the Local Currency.
Billing Method	A dropdown list of Billing Methods from which one can be selected.
Price List	A dropdown list of Price Lists from which one can be selected.
Note	A field to type a note which is shown on the status bar in edit view.
Branch Code	A field to enter a branch code for tax reporting purposes.

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Supplier Attributes 

Attribute	Value
Status	A dropdown list of Supplier Statuses from which a status can be selected.
Code	A field to type a Code (e.g. account number).  Includes a context menu to generate a 6-digit code consisting of the first three letters of the name and three numbers (e.g. APP001).
Accounts Contact	A dropdown list of employees from which an Accounts Contact can be selected. Employees are the people who were added on the Employees tab.
Credit Terms	A dropdown list of Credit Terms from which one can be selected.
Credit Limit	A field to type a Credit Limit in the Local Currency.
Billing Method	A dropdown list of Billing Methods from which one can be selected.
Note	A field to type a note which is shown on the status bar in edit view.
Branch Code	A field to enter a branch code for tax reporting purposes.

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Currency and VAT Attributes

The currency and VAT attributes are added to customers and suppliers by default when they are created through either the customer or supplier interfaces (i.e. not from contacts).

Attribute	Value
Currency	A dropdown list of available currencies to select one.
VAT Type	A dropdown list of available VAT Types for selection. 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.	A field to type the Customer or Supplier’s VAT Registration Number.
Discount – Account	A dropdown list of accounts to select the one to which discount is posted (e.g. Discount Allowed or Discount Received).
Withholding Tax (WHT) – Account	A dropdown list of accounts to select the one to which withholding taxes are posted (e.g. Current Liability > Withholding Taxes).

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Bank Attributes 

Lookup lists, where available, can be edited or created by right clicking an entry and selecting Edit Lookups from the context menu. 

Attribute	Value	Can a Lookup List be created?
Account Holder	A field to type the name of the Bank Account Holder (e.g. the customer or supplier’s legal name).	No
Bank	A field to type the bank’s name.	Yes
Branch Code	A field to type the bank’s branch code.	No
Type	A field to enter the type of bank account (e.g. Current, Savings).	Yes
Account/IBAN No.	A field to type or paste the entity’s Bank Account Number.	No
SWIFT/BIC Code	A field to type or paste the bank’s international clearing or SWIFT code.	No

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Learn More

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