How can I link a default SalesPerson, or Selling Price with a client?
In SIMS, you have the option to link a particular Salesperson and a Price category with a Client. This functionality caters for more accuracy when selling from SIMS, as the prices and salesperson are picked up automatically without the need of inserting them manually for each invoice.
Shireburn Financial Manager configuration
From SFM, go through the following:
- From Client Maintenance, choose the Printer Icon > Exports > Clients Additional (Salesman/Selling Price)
-
Select 'Export in import template format' and click on Export
-
Add the Salesman Code under the Salesman Column and once you are ready Save.
Make sure that you save it in .xls and not .xlsx or else it won't be visible in the import window.
-
When ready to import press the Import button and choose Import Additional Details (Salesman/Selling Price) and choose the excel you just amended. If everything is correct, the system should give an Import Successful message and in SIMS the Salesperson Code should be visible under the clients.
Shireburn Inventory Management System configuration
For immediate replication, from SIMS:
-
Go on SIMS > Support > Clients and press the Replicate with SFM button.
Related Articles
How do I set different Selling Prices for customers?
SIMS allows you to set a different selling price per client. Every time you sell an item to a client, SIMS retains the last price that you sold it per client, per stock card. To view this, go to: SIMS > Support > Client Additional > Last Selling ...How to Add Custom Footers per Client basis
If you want to apply the same footer across all your invoices or the same footer across all your statements, please refer to this article: How to insert document footers in SFM If you need to use different footers for specific clients, SFM also ...Selling Price on POS different than that on WinSIMS
Problem POS and WinSIMS selling prices do not match. Environment Shireburn Point of Sale. Solution If the issue is restricted to one stock card, then simply click the Amend button and then the Save button on the stock card. This will instigate a ...Replacing client code name with customer name on receipt
You can change how the client is named on receipts from their client codes to a custom client name. To replace a client code name with a customer name on receipts: 1. Open your POS using your Admin login. 2. Go to Admin > Local Settings > ...Import Gateway - Transactions
The Shireburn Financial Manager (SFM) provides facilities to allow the importing of accounting data from third-party applications and/or your own work sheets into SFM. The options include the import of Nominal, Sales and Purchase transactions. ...
Recent Articles
How to Reverse a Sales/Purchases Transaction in SFM
Reversing Entries in SFM Once users confirm an entry in SFM, they cannot modify any of its elements. The only available option is to reverse the entire transaction and re-post it with the correct values. The system supports both simple reversals and ...Setting Up BOV SEPA v9
Before proceeding, please ensure you are using the latest version of SFM. Starting October 5th, 2025, Bank of Valletta (BOV) will begin processing live transactions using the new SEPA file format (version 9). The older version 3 format will no longer ...How do I process a Nominal Reconciliation?
Procedure for Reconciling a Nominal Account (Current Year > Nominal > Nominal Reconciliation) Account Field: Select the relevant Nominal Account from the drop-down menu that you wish to reconcile. Details Field: Enter any necessary free text in the ...How to Update SFS
For optimal results, update SFS directly from the server. Important notes before updating: - All Users: Log out of SFS, SIMS and SFM (if applicable). - Remote Desktop Users: Log out of SFS, SIMS and SFM before disconnecting from the remote session. ...How to Add Custom Footers per Client basis
If you want to apply the same footer across all your invoices or the same footer across all your statements, please refer to this article: How to insert document footers in SFM If you need to use different footers for specific clients, SFM also ...
Popular Articles
How do I process an End Of Year in SFM?
Overview SFM allows posting into two financial years simultaneously. This means that users do not need to finalise 2024 before starting to post entries into 2025. The end of year procedure will move the “Current Year” data into the "Previous Year". ...Do I need to Process an End-of-Year in SIMS?
SIMS does not require an end of year procedures to be run. However, SIMS controls users to only allow posting of transactions, such as sales invoices, cash sales, adjustments and purchases, within a range of dates referred to as the Posting Period. ...How to setup a System Control Account in SFM? (Bank Account, Cash Account, Stock Control, etc...)
Create the Account in your Chart of Accounts as seen below. Please make sure you use the code depending on your Heading and Sub-Heading digits. After creating the account, you need to specify the account as a System Control Account. Go to Support > ...How to reset your Shireburn remote desktop service (RDS) account password
The password for the Shireburn RDS Account used to connect to RDS server is set to expire after 90 days. A notification is provided to the user daily starting 5 days prior to the expiry date. In order to change password, the following steps need to ...SIMS - User Manual
The attached PDF includes the necessary functions and features of SIMS to get you started. SIMS User Manual.pdf