This section allows you to set up suppliers and their details, for use when creating orders. No suppliers are defined by default in the application.
Suppliers can be created in advance, or at the time of creating the order.
This page describes:
To access Supplier Maintenance, select Modules > Acquisitions > Supplier Maintenance.
This takes you the following page:
To add a new supplier, click New in the Actions menu.
This takes you to the following page:
Enter the following information (required fields have an asterisk next to the label):
|Supplier Search Code: *||a unique code for the supplier - this can be used to identify the supplier when ordering|
|Supplier Name: *||the supplier's name|
|Address:||address - 3 lines are available for this|
|State/Province/Region/Postal Town:||town, county or state|
|Post Code / ZIP Code:||post or ZIP code|
|Contact:||the name of the contact person at the supplier|
|Website:||the supplier's website address - once you have saved the record you can click on the Open link to test access to the website|
|Email:||email address for the supplier or contact|
|Phone:||phone number for the company or contact|
|Fax:||fax number for the company or contact|
|DX Company:||Company name for use with the DX delivery service - see the DX website|
|DX Address:||Address for use with the DX delivery service|
|DX Exchange:||Exchange name for use with the DX delivery service|
|My Account Number:||Your account number given to you by the supplier|
|Supplier's Reference:||Any reference number that the supplier has|
the currency that this supplier uses for billing - the Base rate currency will be shown here, but you can select another currency from the drop-down list.
This means that even if the item being purchased is priced in another currency, eg Euros, the supplier will convert it into their billing currency.
|Payment Terms:||the number of days after the date of the invoice, on which payment is due|
When you have finished, click Save in the Actions menu. This now activates the rest of the tabs so that you can add more information about the supplier.
The remaining tabs are:
When you have finished, click either Save & Exit or Back in the Actions menu, to return to the table of suppliers.
Editing a Supplier record
To edit the supplier details:
Click Edit on the right of the specific supplier row.
- Make the required changes.
- Then click Save in the Actions menu.
Deleting a Supplier record
Note that you can only delete a supplier record if it has NO order records associated with it.
To delete a supplier record:
- Click on the supplier name in the list, then click Delete in the Actions menu.
The following alert message is displayed:
- Click OK to continue with the deletion.