Suppliers - Settings and Categories

For step-by-step instructions, see the Supplier Categories Tutorial.

User Settings

Info

Supplier transactions have their own permissions which are not listed here.

Note

The defaults are the values for new databases and new users. Your database may have different values.

Setting	Description	Default
Accounting > Ledger - Access Allowed to Customer/Supplier Accounts	Yes or No. If no, the user cannot view either the supplier or customer ledger accounts.	No
Setups > Suppliers - Access Allowed	Yes or No. This setting determines access to supplier records, regardless of where they are inserted (e.g. Suppliers > Suppliers). If access is denied, you can still create transactions by selecting a supplier from the dropdown list.	No
Setups > Suppliers Accounting - Access Allowed	Yes or No. Allows access to the Accounting tab when editing supplier records.	No

Info

Categories are optional. Use them to sort and identify suppliers.

Button	Description
Refresh	Refreshes the display to incorporate changes made by other users.
New	Creates a new line where a category can be entered.
Save	Saves any changes.
Close	Closes the popup.

Field	Description
Field Chooser (*)	Lets you add or remove columns.
ID	The system-generated number for the category.
Description	The name entered for the category.
Menu (...)	Option to delete the category: Click the column to display an X. Click the X to delete the category. Warning: Categories are deleted regardless of whether they are assigned to suppliers or not.