Learning Path: Creditors' Clerks

💡This path lists the topics for creditors' clerks, who manage what the business owes its suppliers.

New to BOS Pro? Start with Learning Path: Every User.

1. Supplier Accounts#

1. Creating and Editing Suppliers Tutorial: Shows how to create and edit supplier records and job positions.
2. Suppliers Edit View: Describes the header, tabs, buttons and fields on a supplier record.
3. Supplier Categories Tutorial: Shows how to create and edit Supplier Categories.

2. Purchasing#

1. Purchase Orders Tutorial: Shows how to create a Purchase Order, add lines from Sales Orders and Work Orders, copy a line, and receive and invoice the goods.
2. Purchase Orders: Describes Purchase Orders, their settings and adding Sales Order and Work Order items.
3. Materials Movement (Receive) Tutorial: Receive the goods against the Purchase Order.

3. Supplier Invoices and Debit Notes#

1. Supplier Invoices Tutorial: Shows how to create, edit, view, print and email Supplier Invoices.
2. Supplier Invoices: Describes Supplier Invoices for capturing Supplier bills and their user and accounting settings.
3. Supplier Debit Notes Tutorial: Shows how to create, edit, view, print and email Supplier Debit Notes.

4. Paying Suppliers#

1. Supplier Payments Tutorial: Shows how to create, approve, post and allocate Supplier Payments.
2. Supplier Payments: Lists the Supplier Payments settings, buttons, fields and warnings in the list and edit views.
3. Supplier Age Analysis Tutorial: Shows how to email statements to suppliers from the Supplier Age Analysis.
4. Supplier Ledger Tutorial: Shows how to view supplier accounts in the ledger and create payments, refunds, overpayments and discounts.