1 New Supplier - Revision history

Simon Clive at 06:36, 8 November 2011

2011-11-08T06:36:49Z

Simon Clive at 06:34, 8 November 2011

2011-11-08T06:34:52Z

Simon Clive at 06:33, 8 November 2011

2011-11-08T06:33:17Z

Simon Clive: Created page with " Create Supplier Can you enter a New Supplier? There are two ways to create a new Supplier Direct from the Purchase order screen - enter the name of the supplier and if it is..."

2011-06-28T00:37:30Z

Created page with " Create Supplier Can you enter a New Supplier? There are two ways to create a new Supplier Direct from the Purchase order screen - enter the name of the supplier and if it is..."

New page

Create Supplier

Can you enter a New Supplier?

There are two ways to create a new Supplier

Direct from the Purchase order screen - enter the name of the supplier and if it is not in the list a
prompt box will appear Selection NOT in list, Create New?. Say yes and this will bring up the Supplier
screen for entering all their details.

Or select Purchases tab from the main menu then the Supplier+ button and this will also bring you to
the Supplier screen for entering all their details.

Enter Details:

Supplier Info - Enter the Company Name Phone details and any relevant notes - use the Add Date & Time
tab if wanted, to log any note details.

Address Info - Enter Address then you can click on the copy==> tab to copy the Physical Address over to
the Bill To if they are the same. If not enter the Bill to address for where the invoices etc are to be sent.
Enter the Web address if required

General - Add Account No if known ( if sending items back to the supplier this may be required)
- Add Terms for Supplier payment
- Bank Account details (this is important if making EFT payments to this Supplier)
- Enter Shipping details (If using Capacity Planning this is important)
- If you wish to use a specific template for your purchase order to the supplier Select the Default
PO Template from the drop down menu
- Enter their Email Address
- You can assign a Rep to the supplier if required
- Enter their ABN number
- Select from the drop down menu how you wish to communicate with the Supplier for any
Correspondence.
- If MS Word is your preferred choice for Correspondence ensure the Preference is selected. ie.
UTILITIES FROM MAIN MENU => PREFERENCES => UTILITIES => THEN UNDER THE
GENERAL AREA ENSURE USE MS WORD IS TICKED

- Select the preferred Payment Method from the drop down menu. (This will default in the payments
screen)
- If the supplier deals in Foreign Currrency choose from the drop down menu. (When a purchase
order is created the Foreign Currency will default into the currency Code tab.)
- BPAY Biller Code: Is a payment made via internet or phone banking from your specified account
Enter the Biller Code: and the Reference for the supplier (You will locate these details on your bill)

History - Within this tab you can locate and view all transaction history for the supplier by specified date.

Contacts - Names and contact numbers. Click the Show inactive Contacts if you wish to view these. You can
enter Multiple contacts if the supplier has them.

Documents - All documents sent to the supplier can be viewed in this tab.

Custom Fields - You can create a custom field in this area as required for suppliers.
- Click on the Add Labels tab
- Name the new field Under Label
- Select (by clicking in the radio buttons) where this custom field is to be used.
- Date Fields can also be added (If a date field is added this brings up a Date picker (calendar)
to select the date from)
- You can also enable a drop down menu when using the custom fields.
Select the Enable Drop Down by clicking on the radio button
Add text in the line, use the down arrow key on your key board to add new lines.
CLICK SAVE

Can you generate a letter in word from the contacts window?

To create a letter click on the letter tab - this will open up word for you to create your letter document.
Note: In Utilities =>preferences => Utilities there is an option to select Use MS Word ensure this is selected
so Word opens automatically.

@@ Line 15: / Line 15: @@
 *'''General''' - Add '''Account No''' if known ( if sending items back to the supplier this may be required) - Add '''Terms''' for Supplier payment - '''Bank Account''' details (this is important if making EFT payments to this Supplier) - Enter '''Shipping''' details (If using Capacity Planning this is important) - If you wish to use a specific template for your purchase order to the supplier Select the '''Default PO Template''' from the drop down menu - You can assign a '''Rep''' to the supplier if required - Enter their '''ABN''' number - Select from the drop down menu how you wish to communicate with the Supplier for any '''Correspondence'''.- Select the preferred '''Payment Method''' from the drop down menu. (This will default in the payments screen) - If the supplier deals in '''Foreign Currrency''' choose from the drop down menu. (When a purchase order is created the Foreign Currency will default into the currency Code tab.) - '''BPAY Biller Code:''' Is a payment made via internet or phone banking from your specified account Enter the Biller Code: and the '''Reference''' for the supplier (You will locate these details on your bill)
 *'''History''' - Within this tab you can locate and view all '''Transaction History''' for the supplier by specified date.
-*'''Contacts''' - Names and contact numbers. Click the '''Show inactive Contacts''' if you wish to view these. You can enter'''Multiple''' '''Contacts''' if the supplier has them.
+*'''Contacts''' - Names and contact numbers. Click the '''Show inactive Contacts''' if you wish to view these. You can enter '''Multiple''' '''Contacts''' if the supplier has them.
 *'''Documents / Follow Up''' - All documents sent to the supplier and Follow Ups can be viewed in this tab.
 *'''Custom Fields''' - You can create a custom field in this area as required for suppliers. - Click on the '''Add Labels''' tab - Name the new field Under '''Label''' - Select (by clicking in the radio buttons) where this custom field is to be used. - '''Date Fields''' can also be added (If a date field is added this brings up a '''Date Picker''' calendar to select the date from) - You can also enable a drop down menu when using the custom fields. Select the '''Enable Drop Down''' by clicking on the radio button Add text in the line, use the down arrow key on your key board to add new lines and Select '''Save'''<br>

@@ Line 3: / Line 3: @@
 Can you enter a New Supplier?
 There are '''Two''' ways to create a '''New Supplier'''
 Direct from the '''Purchase Order''' screen - enter the name of the supplier and if it is not in the list a prompt box will appear '''Selection NOT in list, Create New?'''. Say '''Yes''' and this will bring up the '''Supplier''' screen for entering all their details.
@@ Line 19: / Line 19: @@
 *'''Custom Fields''' - You can create a custom field in this area as required for suppliers. - Click on the '''Add Labels''' tab - Name the new field Under '''Label''' - Select (by clicking in the radio buttons) where this custom field is to be used. - '''Date Fields''' can also be added (If a date field is added this brings up a '''Date Picker''' calendar to select the date from) - You can also enable a drop down menu when using the custom fields. Select the '''Enable Drop Down''' by clicking on the radio button Add text in the line, use the down arrow key on your key board to add new lines and Select '''Save'''<br>
+<br>
 From the '''Contacts''' Tab you can creat a Word Document
 *To create a Letter click on the '''Letter Tab''' - this will open up word for you to create your letter document.
 '''NB''' In '''Utilities''' - '''Preferences''' - '''Utilities''' there is an option to select '''Use MS Word''' ensure this is selected so Word opens automatically.

@@ Line 1: / Line 1: @@
+'''Create Supplier'''
 Create Supplier
 Can you enter a New Supplier?
-There are two ways to create a new Supplier
+There are '''Two''' ways to create a '''New Supplier'''
-Direct from the Purchase order screen - enter the name of the supplier and if it is not in the list a
+Direct from the '''Purchase Order''' screen - enter the name of the supplier and if it is not in the list a prompt box will appear '''Selection NOT in list, Create New?'''. Say '''Yes''' and this will bring up the '''Supplier''' screen for entering all their details.
-	prompt box will appear Selection NOT in list, Create New?. Say yes and this will bring up the Supplier
-	screen for entering all their details.
-Or select Purchases tab from the main menu then the Supplier+ button and this will also bring you to
+Or select the '''Purchases''' Module from the'''Main Menu''' then the '''Supplier+''' button and this will also bring you to the '''Supplier''' screen for entering all of the following details.
-	the Supplier screen for entering all their details.
-Enter Details:
+<br>
-Supplier Info - Enter the Company Name Phone details and any relevant notes - use the Add Date & Time
+*'''Supplier Info''' - Enter the Company Name Phone details and any relevant notes,&nbsp; use the '''Add Date &amp; Time''' tab if wanted, to log any note details.
-	tab if wanted, to log any note details.
+*'''Address Info''' - Enter Address then you can click on the '''Copy==&gt;''' tab to copy the '''Physical Address''' over to the '''Bill To''' if they are the same. If not enter the '''Bill To''' address for where the invoices etc are to be sent. Enter the '''Web Address''' if required
-	-  Select the preferred Payment Method from the drop down menu. (This will default in the payments
+From the '''Contacts''' Tab you can creat a Word Document
-	    screen)
-	-  If the supplier deals in Foreign Currrency choose from the drop down menu. (When a purchase
-		order is created the Foreign Currency will default into the currency Code tab.)
-	-  BPAY Biller Code: Is a payment made via internet or phone banking from your specified account
-	   Enter the Biller Code: and the Reference for the supplier (You will locate these details on your bill)
-History	-   Within this tab you can locate and view all transaction history for the supplier by specified date.
+*To create a Letter click on the '''Letter Tab''' - this will open up word for you to create your letter document.
-−
-Contacts	-   Names and contact numbers. Click the Show inactive Contacts if you wish to view these. You can
-		 enter Multiple contacts if the supplier has them.
-Documents	-   All documents sent to the supplier can be viewed in this tab.
+'''NB''' In '''Utilities''' - '''Preferences''' - '''Utilities''' there is an option to select '''Use MS Word''' ensure this is selected so Word opens automatically.
-−
-Custom Fields	-   You can create a custom field in this area as required for suppliers.
-	-   Click on the Add Labels tab
-	-   Name the new field Under Label
-	-   Select (by clicking in the radio buttons) where this custom field is to be used.
-	-   Date Fields can also be added (If a date field is added this brings up a Date picker (calendar)
-		 to select the date from)
-	-   You can also enable a drop down menu when using the custom fields.
-		 Select the Enable Drop Down by clicking on the radio button
-		 Add text in the line, use the down arrow key on your key board to add new lines.
-	    CLICK SAVE
-−
-−
-Can you generate a letter in word from the contacts window?
-−
-To create a letter click on the letter tab - this will open up word for you to create your letter document.
-Note: In Utilities =>preferences => Utilities there is an option to select Use MS Word ensure this is selected
 so Word opens automatically.