I have a lot of small customers I don't want to track, but I would like to record the transactions in OASIS.
Create a Miscellaneous customer in OASIS. The name of the customer is not important, but two items must be set on the customer record:
- The tax authority must be identified
- Set the "Out of Territory" check
Together, theses settings open the bill-to and sold-to address fields on the order and invoice.
Configure the Customer
Create any customer entry: consider how you might want to report on these sales later (e.g. "Over the counter" might be a good customer name).
On the General tab, select "Out of Territory":
On the "Terms" tab, setup the default Tax Accounts:
The Order Screen
From the order screen, select the Miscellaneous customer:
Note that all address fields are editable: