Suppliers Edit View

Overview

Suppliers are the people or organisations that provide goods or services to your organisation. They are also sometimes referred to as Creditors.

Organisations can have an unlimited number of supplier records.

Edit View refers to the interface from which new supplier records are created, or existing records are edited.

Button	Description
Arrows	Navigates between supplier records.
New	Opens an interface to create a new supplier record.
Delete	Deletes the record.
Save	Saves any changes.
Menu > View Changelog	Displays a list of changes.
Close	Closes the Edit Supplier popup.

Field	Description
Company	Enter the supplier's trade name.
Active	Checkbox. If checked the supplier is active.
Category	A dropdown list of Supplier Categories to select one.
VAT No.	Enter the supplier's VAT Registration number.
Telephone	Enter the supplier's phone number.
Postal Address	Enter the supplier's postal address.
Street Address	Enter the supplier's street address.

Info

The Contacts tab only displays information. The details can be edited by double-clicking an entry.

Tab	Description
Add Contact (button)	Opens a popup form with three tabs (Detail, User Fields, Notes) to create a new contact.
Field Chooser (*)	Lets you add or remove columns.
ID	The system-generated number for the contact.
Name	The full name of the contact.
Position	The contact's position.
Tel	The contact's phone number.
Mobile	The contact's mobile phone number.
Email	The contact's email address number.
Menu (...)	A submenu that can also be accessed by right-clicking an entry, with the following options: Edit Delete

Field	Description
Contact	A dropdown list of contact people added on the Contacts tab to select the person to contact for accounts.
Reg. No.	The organisation's registration number or individual's identity number.
Account No.	An account number which can also be generated by clicking the three ellipses on the right.
Vendor No.	Enter a vendor number.
Credit Terms	A dropdown list of Credit Terms to select one.
Credit limit	The credit limit received from the supplier.
VAT Type	A dropdown list of VAT Types to select one.
VAT No.	Enter the supplier's VAT Registration number.
Currency	A dropdown list of all the allowed currencies to select one.
Bank	Enter the name of the supplier's bank.
Branch No	Enter the bank's branch number.
Account No	Enter the supplier's bank account number.
SWIFT Code	Enter the bank's SWIFT code.
Supplier Payments Discount (%)	Enter any settlement or override discount (e.g. 2% if paid on 30 days).
Warning (Displays in Supplier Transactions)	Enter a warning that appears on supplier transactions. This warning is for staff who capture or fulfil the orders and not meant for the supplier.

Info

The Attachments tab only displays information. The details can be edited by double-clicking an entry.

Tab	Description
Add Attachment (button)	Opens a popup from which a URL can be inserted, or a file can be chosen to add as an attachment.
Field Chooser (*)	Lets you add or remove columns.
Status	Displays the status of the attachment which can be Pending, Active or Expired.
Description	The attachment's description.
Type	The type of attachment. The available types are: Agreement Artwork Contract Finance Image (.jpg, .png) Notice Other Quotation Specification Signature
Expires	The expiry date selected for the attachment.
Issued	The issued date selected for the attachment.
Reminder	The reminder date selected for the attachment.
Date	The date on which the attachment was created.
User	The user who created the attachment.
Menu (...)	A submenu that can also be accessed by right-clicking an entry with the following options: Edit Delete