Difference between revisions of "Supplier"
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== Overview == | == Overview == | ||
| + | |||
| + | A Supplier is a company that provides goods or services to you. A supplier is created when you require a New Supplier | ||
| + | to become available for the purchase of goods or Services by the means of a [[Smart Order]] or [[Purchase Order]]. | ||
| + | ''' | ||
| + | How to Create a Supplier''' | ||
| + | |||
| + | *Select the''' 'Supplier'''' button displayed within the Purchases Tab | ||
| + | *Type in the name of the Supplier in the ''''Company Name'''' field | ||
| + | *Type in the Name of the main contact in the 'Mr/Mrs', 'First Name' and 'Last Name' fields | ||
| + | *Type in all Company 'Phone' information into the applicable fields | ||
| + | |||
| + | *Click on the''' 'Address Info'''' Tab to access Address information | ||
| + | *Type in the''' 'Physical Address'''' details of the Supplier | ||
| + | *If the''' 'Bill To'''' address is the same as the 'Physical Address' then click the 'Copy' button to automatically copy the | ||
| + | address details across - if not, type the alternate details into the 'Bill To' area of the 'Address Info' | ||
| + | |||
| + | *Click on the ''''General'''' Tab to access General Supplier information | ||
| + | *If you have an account with this Supplier type in the ''''Account No.'''' and select the ''''Terms'''' of the Account | ||
| + | *Type in the 'Bank Account Name' and bank account details ('BSB', 'Account No.') into the applicable fields. This | ||
| + | will enable electronic payment to the supplier | ||
| + | *Select the 'Bank Code' for the bank that the Supplier is registered with. | ||
| + | |||
| + | *Select the Preferred 'Shipping Method' from the list of available methods and the 'Normal Shipping Time (In Days)'. | ||
| + | This will reflect how the goods will arrive to you and how long (in days) it is expected to take. This Date will calculate | ||
| + | into the ETA field on a purchase order. | ||
| + | *Type in the Email Address of the Supplier into the 'Email' field and select the 'Rep' that deals with that particular | ||
| + | Supplier from the 'Rep' list | ||
| + | *Type in the ABN Number of the Supplier into the 'ABN' field | ||
| + | |||
| + | *Select the preferred Correspondence method from the 'Correspondence' list | ||
| + | *Select the preferred Payment Method from the 'Payment Method' list | ||
| + | *If the supplier deals in Foreign Currency Select the applicable currency type from the 'Foreign Currency' list. Refer | ||
| + | to [[Foreign Exchange Rates]] for further information | ||
| + | |||
| + | *Click the 'Contacts' Tab | ||
| + | *Click on the 'New' Button to add a contact for that Supplier | ||
| + | *Type in all applicable information into the fields within the 'Contact' window | ||
| + | *Click 'Save' to apply the details of the new contact to the Supplier | ||
Latest revision as of 10:11, 3 March 2011
Overview
A Supplier is a company that provides goods or services to you. A supplier is created when you require a New Supplier to become available for the purchase of goods or Services by the means of a Smart Order or Purchase Order. How to Create a Supplier
- Select the 'Supplier' button displayed within the Purchases Tab
- Type in the name of the Supplier in the 'Company Name' field
- Type in the Name of the main contact in the 'Mr/Mrs', 'First Name' and 'Last Name' fields
- Type in all Company 'Phone' information into the applicable fields
- Click on the 'Address Info' Tab to access Address information
- Type in the 'Physical Address' details of the Supplier
- If the 'Bill To' address is the same as the 'Physical Address' then click the 'Copy' button to automatically copy the
address details across - if not, type the alternate details into the 'Bill To' area of the 'Address Info'
- Click on the 'General' Tab to access General Supplier information
- If you have an account with this Supplier type in the 'Account No.' and select the 'Terms' of the Account
- Type in the 'Bank Account Name' and bank account details ('BSB', 'Account No.') into the applicable fields. This
will enable electronic payment to the supplier
- Select the 'Bank Code' for the bank that the Supplier is registered with.
- Select the Preferred 'Shipping Method' from the list of available methods and the 'Normal Shipping Time (In Days)'.
This will reflect how the goods will arrive to you and how long (in days) it is expected to take. This Date will calculate into the ETA field on a purchase order.
- Type in the Email Address of the Supplier into the 'Email' field and select the 'Rep' that deals with that particular
Supplier from the 'Rep' list
- Type in the ABN Number of the Supplier into the 'ABN' field
- Select the preferred Correspondence method from the 'Correspondence' list
- Select the preferred Payment Method from the 'Payment Method' list
- If the supplier deals in Foreign Currency Select the applicable currency type from the 'Foreign Currency' list. Refer
to Foreign Exchange Rates for further information
- Click the 'Contacts' Tab
- Click on the 'New' Button to add a contact for that Supplier
- Type in all applicable information into the fields within the 'Contact' window
- Click 'Save' to apply the details of the new contact to the Supplier
