How to: Set Up Standard Purchase Codes and Standard Sales Codes

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If you often need to post sales or purchase lines with similar information, you can use standard sales or purchase codes. Each code can have one or more lines associated with it. Then you can use the code to automatically insert the lines on documents.

To set up standard purchase codes or standard sales codes

  1. For standard purchase codes, in the Search box, enter Standard Purchase Codes, and then choose the related link.

    For standard sales codes, in the Search box, enter Standard Sales Codes, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. On the General FastTab, fill in the relevant fields, and then, on the Lines FastTab, enter code on one or more lines.

  4. Repeat these steps for each code you want to set up.

Now you can assign the codes to one or more vendors or customers.

See Also

Tasks

How to: Assign Standard Sales Codes to Customers
How to: Insert Standard Purchase Lines on Documents

Other Resources

Standard Purchase Codes and Standard Sales Codes
Assigning Standard Purchase Codes to Vendors