In most cases, one customer will trade with you through one Sales Ledger, but in some businesses it is important to trade via multiple accounts, while still treating them as one customer in the CRM. So, for one CRM Company you can link it to multiple Sales Ledgers.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
The Advanced Ledgers setting is restricted to the Advanced CRM subscription plan. Click here to upgrade.
Step 1: Enable Advanced Ledgers in System Settings
Navigate to System Settings and search 'Advanced Ledgers' or click here.
Step 2: Viewing Company Ledgers
Once Advanced Ledgers is enabled, you'll notice that there is a now a Sales Ledger tab against the Company Record. Navigating into the tab will reveal an altered layout where you now have the ability to add multiple ledgers.
To add a Sales Ledger to a Company, when Advanced Ledgers is enabled, simply select the plus icon in the top right-hand corner of the Sales Ledger area. By default, the most recently added Sales Ledger will be the Default Ledger but you can change this using the dropdown at the top.
To remove a Sales Ledger from a Company, when Advanced Ledgers is enabled, select the 'bin' icon to the left of the Sales Ledger.
Please Note: The default ledger is the Ledger that will be used for reporting and Sales Analysis purposes.
Step 3: Selecting a Sales Ledger on a Quote
With Advanced Ledgers, you can have multiple Sales Ledgers for one Company. So, when raising a Quote for that Company you can select which Ledger is used with the Target Sales Ledger dropdown.
