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Customers & Suppliers

Account Type Customers and Suppliers are all based on the Salesforce Account Object: the cornerstone of the Salesforce system. Accounts must have the Account Type equal to Customer to appear in the Customer list under the Sales Menu and Account [...]

Customers & Suppliers2024-07-11T11:31:07+01:00

Customer & Supplier Default Products

Accounts within Aedon have a special tab called Default Products. Within this tab you can select a Product in your Price Book and have it appear on every new invoice that is raised for that customer or supplier. This is [...]

Customer & Supplier Default Products2024-07-11T11:22:48+01:00

Products

Products can be created through the Sales and the Purchases Menus. Products can be exclusive to Sales Invoices or Purchase Invoices or used on both. Products have Codes, a Product Name which is used internally and an External Product Description.  [...]

Products2024-07-10T17:05:58+01:00

Adding Price Books to The Sales App Menu Bar

Price Books contains the Prices for Products.  By having multiple Price Books you can have different prices for different types of customers: for example, Domestic and Export; Gold, Silver and Bronze, etc. Access to Price Books Price Books can [...]

Adding Price Books to The Sales App Menu Bar2024-07-10T17:00:39+01:00

Adding a Product to a Price Book

This can either be done through the Price Book menu itself or from the Products Menu after you have created a new Product. To add a Product to a Price Book from the Price Book Menu From the Price Book Menu, [...]

Adding a Product to a Price Book2024-07-10T16:58:17+01:00

Creating a New Price Book

To create a New Price Book: From the Price Book Menu, Click New. Select the Company you wish for this Price Book to be created in. Select the Currency that this Price Book will operate with. Enter a Name for your [...]

Creating a New Price Book2024-07-10T17:06:39+01:00

Companies

From the Companies Menu you can view information on all current companies within Aedon. These are created for you by Aedon. Please contact us if you wish to add an additional company and we will be able to assist you [...]

Companies2024-07-10T16:56:13+01:00

Creating New Financial Years

Financial Years lay the foundation for the accounting system to function. These should have already been set-up and you should only need to create these for future Periods. To create a new financial year From the Admin Menu, select Financial [...]

Creating New Financial Years2024-07-10T16:52:24+01:00

Creating New Currency Exchange Rates

Currency Exchange Rates are records in Aedon which the package uses to calculate the Exchange Rate between two currencies. Unfortunately, this is a manual process, but it is very easy to complete and maintain. Tip The Currency the Company [...]

Creating New Currency Exchange Rates2024-07-10T16:50:56+01:00

Home Page

Arguably one of the smallest changes for the biggest reward is customising your homepage. In some cases, the home page can go completely neglected when there is a definite productivity gain to be had. Allowing sight of important reports and [...]

Home Page2024-07-10T16:45:32+01:00
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