This option allows you to add, change or remove suppliers from you list.

Field name

Description

Code

A code that you allocate for the supplier

Name

Name of the supplier.  This appears on the Purchase Order document.

Address

Address of the supplier.  

Phone No.

Phone number of the supplier.  This appears on the Purchase Order.

Fax No.

Fax number of the supplier.  This appears on the Purchase Order.

Email

Email address of the company or contact person

Purchase Order Email

Email address that the Purchase Orders will be sent to when the Email option is used.

Contact Name

Contact name of a person at the supplier.

Agreed Delivery

Agreed number of days you can expect for delivery from the supplier.

Minimum Order Value

The minimum value of a Purchase Order under which an additional fee might be charged.
An alert will appear when the Purchase Order is created and the alert will also appear on the Draft Purchase Report.

Comments


Customer Number

The identifier used by the supplier

To add a supplier

  1. Select New.
  2. Give the supplier a unique ID code up to six characters. Try to make the code easy to recognise. Carry on filling out the rest of the information fields. 
  3. Name. Type the name of the company. 
  4. Address. Type the address as it is to appear on any correspondence/purchase orders or labels. 
  5. Phone. 
  6. Fax 
  7. Contact. Type the name of the person who you deal with. 
  8. Agreed Delivery.  Number of days you expect delivery, after which it becomes Overdue.
    Report the Due and overdue items in Reports > Stock > Stock Management > Stock on Order
  9. Comments. If you have come to any special arrangement with the supplier regarding pricing etc then put this information in this field. 
  10. Customer Number.  This is your Customer code with the Supplier.  If there is one it will print on the Purchase Order.
     

To change a supplier

  1. From the list of suppliers highlight the supplier you wish to change.
  2. Select Edit 
  3. Make the necessary changes. 
  4. Select OK. 

To remove a supplier

  1. From the list of suppliers highlight the supplier you wish to remove.
  2. Select Delete.
  3. Select Yes to confirm the deletion. 

To consolidate suppliers

  1. Highlight the Supplier to be consolidated with another one , then click the 'Consolidate' button.
  2. Select the Supplier whose details are to be retained.


Price Update

This allows you to apply a percentage increase or decrease to all of the suppliers stock. 

Extreme caution should be exercised when using this option.  It is not reversible.


On This Page: