The Supplier database contains all your suppliers in one single system, so that everyone in the business has access to the same Suppliers list, with the same pricing information. Having more than one supplier and price list for a certain product could make all the difference to a healthy profit margin.

Suppliers information is used in Estimates, Quotes, Work Orders, Purchase Orders, Goods Received, Accounting, and Reports.

Discover Suppliers

• Supplier Data Grid
• Supplier Setup

Supplier Data Grid

Navigation

Main menu > Setup > Suppliers > View

When creating a new Supplier or editing an existing Supplier, the Edit Supplier window will appear.

See below:

Supplier Setup

Navigation

Main menu > Setup > Suppliers > New/Edit

The Edit Supplier window has three main tabs:

1. Detail
2. Contacts
3. User Fields

1. Detail

This is where you capture the Supplier company information.

The following fields are important and worth mentioning:

A. Active check box - This check box specifies whether or not this Supplier has an active status. Only Suppliers with Active status can be used in transactions.

B. Account Number - This is important if the business needs to export to Pastel, as it will match the Account Number.

C. VAT Type - This specifies whether the Customer is VAT incl or excl, and affects Sales Orders and Invoices. Quotes are VAT Standard by default.

2. Contacts

You can list the contacts for the Supplier here. You can create an unlimited number of contacts.

To create a new Contact simply click on the Add button. This will open a Contact window where the Contacts details can be entered.

The Contact window has three main tabs:

3. User Fields

This is where User Fields will show that you have set-up for Suppliers in Main Menu > Settings & Defaults > User Fields > Module = Suppliers.

Find more about User Fields in the Settings & Defaults Module or in Base Concepts.