Suppliers

User Settings

• Setup > Suppliers - Access allowed - Used to control access to the Suppliers module.

• Suppliers > Supplier Accounting - Access Allowed (Default = No) 

Data Filter

• Category - Search on a Supplier Category

• Search - Acc No. or Name

Changelog

The Changelog can be opened from the list view popup menu or from the edit view by selecting Menu (button) > View Changelog. 

Changes to the following fields are audited:

• Company

• Status

• Terms 

• Currency

• Credit Limit

• VAT Type 

• Adj% Items & Est 

• Price List 

• Bank

• Branch No

• Account No.

• SWIFT

• Disc % 

How to add a new Supplier

Before adding a new Supplier, always search the database to make sure the Supplier does not exist already. 

1. Navigate to the Supplier module by navigating to the Main Menu > Office > Suppliers.

2. Click View to preview all the Suppliers in the database.

3. Click the New button to create a new Supplier. Alternatively, double-click on an existing Supplier to edit.

4. Capture / Edit Details

   • Company - Enter the name of the Company.

   • Category - Select a Category

   • Detail - Add the default numbers and Addresses. See more fields below.

Accounting tab

Important fields include:

• Contact - Accounting documents (Invoices etc.) are sent to the person listed as the Accounts Contact.

• Acc No. - Click the '...' button to generate an account number in the format AAA001 (First three letters followed by 001, 002, etc. until a unique number is found.)

• VAT Type - Default VAT Type that will be used on the Supplier's vatable transactions.

• Currency - Default Currency used on the Supplier's transactions.

• Warning - The warning will appear on Transactions when the Supplier is selected.

Adding a new Contact 

Click the New button above the Contacts grid and populate the Name and Contact details.

Right-click a contact and select Edit to view more details.

• Birthday - Can be used to send birthday wishes.

• Position - See below for details on how to update this lookup list

Supplier Categories

Suppliers can be linked to Categories - useful for searching purposes. From the Supplier list view, click on Menu > Edit Categories.

Positions (Job Descriptions)

 From the Supplier list view, click on Menu > Edit Job Descriptions.

Supplier Groups

• Groups can be created to group suppliers for search and reporting purposes.

• Multiple Groups can be added to a single supplier.

• Group lookup lists can be created and edited using Menu (button) > Edit Groups.

Output

The following data pipelines can be used on Output templates

• Sup_All

• Sup_Rec

• Sup_Contacts

• Sup_Attachments