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Overview

New Supplier

New Supplier - Can you enter a New Supplier?

There are three ways to create a New Supplier.

• First- From the Main Menu click Purchases Module and then the Supplier+ button. This will open the Supplier screen.

• Second- From the Supplier Express List. Click Purchases Module and then the click Supplier Express List button. In the Supplier Express List click New to create a New Supplier. Clicking on this will open the Supplier screen.

• Third- Directly from the transaction windows in Purchases Module, like Purchase Order, Return Authority, Bill and Credit. In these transaction windows under the Supplier Name the drop down menu gives Two options. Create New and Open List.

Clicking on Create New will open the Supplier screen. Clicking on Open List will open the list of suppliers. You can also 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.

To create a new supplier you can choose any of the above method. Once on the supplier screen you need to follow the following steps to create a supplier with complete details.

• Supplier Info - In this Tab, enter the Supplier Company Name, First and Last name of the supplier , Phone details and any relevant notes, use the Add Date Time tab if wanted, to log any note details.

• Address Info - In this Tab, enter Address then you can click on 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 Email and Web Address if required.

• General - In the General tab, add Account No if known ( if sending items back to the supplier this may be required) - Add Terms for Supplier payment - Add Credit Limit- Bank Account details (this is important if making EFT payments to this Supplier) - Enter Shipping Method 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 Representative to the supplier if required - Enter VAT if required- Any Purchase Comments that you want to PopUp when creating Purchase Order - 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) and Area if required. Choose Default Account Payable A/c for the supplier. 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.). Call Priority if you want to define from the drop down menu and the Default Contact Method.

• History - Within this tab you can view all Transaction History for the supplier by specified date. Supp Statement, Purchase Orders, Bills, Cheques and Payments these are the options available in History tab to give you in depth history of a particular supplier. In here you can search any column and the search functions F5, F6, and F7 are available too.

• Contacts - In this tab of Supplier. You can create multiple contact from the same Supplier and can set any as Primary contact. Click on New, this will open contact window. If you want the same contact person as on the Supplier card click Original and it will populate the same information. Tick Is Primary Contact to set this person as primary contact. If you want to create additional or multiple contact person if a supplier has, enter his/her details and hit Save. Click the Show inactive Contacts if you wish to view these. From the Contacts tab you can create Letter, can send Fax and Email the supplier. These documents will then be saved under the Documents tab.

• 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 and Select Save

• Equipment - is related to repairs. What equipment you have for repairs from the supplier with all the details of the product, Manufacture, Model No., Serial No, Warranty, Next Service Due On etc.

• Attachments - Any documents related to the customer you can place it in this tab.

• Follow Ups/Skills - Under this tab, you can see all the followups with this client by which Employee with Follow Up Date and whether it has been Done or not. Under Skills, you can define the skills.