Suppliers List 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.

List View displays a list of supplier records. The records can be double-clicked to edit them.

Button	Description
Reset	Resets the data filters.
View	Displays a list of suppliers based on the selected data filters.
New	Opens an interface to create a new supplier record.
Output	Unavailable.
Actions	Batch Update: Updates all the selected records when Update (button) is clicked. The options are: Category: Changes the category to the one selected from the dropdown list. Credit Limit: Changes the credit limit to the one entered the adjacent block. Status: Changes the status to active if checked, or inactive if unchecked. Terms: Changes the terms to the one selected from the dropdown list. VAT Type: Changes the VAT Type to the one selected from the dropdown list (e.g. Standard, Exempt, Zero-rated). Format: Changes the Company Names, Addresses and Contact Info into upper and lowercase format for all the selected records.
Menu	View Changelog Settings Edit Categories: Opens an interface to create or edit Supplier Categories. Edit Positions: Opens an interface to create or edit job positions for contact people. Export Email Excel: Attaches the display in .xlsx format to an email. Export Grid: Creates a .xlsx file of the current display and lets you choose where to save it. Layout

Filter	Description
Set	Pre-set periods such as today, this month, this year. Filters the records based on their creation dates. No Date displays all the records.
Date	Lets you define the dates if User Date is selected under Set.
← →	Adjusts the date in the direction of the arrow.
Category	Select a specific category or all.

Field	Description
Field Chooser (*)	Lets you add or remove columns.
Account No.	The supplier's Account Number.
Accounts Contact	The contact person for accounts.
Attachments	A paperclip to indicate there are attachments.
Category	The supplier's category.
Credit Limit	The supplier's credit limit.
Currency	The supplier's currency.
Date Created	The date on which the record was created.
ID	The system-generated number for the record.
Reg. No.	The supplier's registration number.
Status	The supplier's status.
Suppliers	The name of the supplier.
Telephone	The supplier's phone number.
Terms	The supplier's terms.
Updated	The date on which the record was last updated.
Updated by	The user who last updated the record.
User Created	The user who created the record.
VAT No.	The supplier's VAT registration number.
VAT Type	The supplier's VAT Type (e.g. Standard, Zero-rated, Exempt).
Menu (...)	A submenu with these options: Edit: Opens the record for editing. Delete: Deletes the record. View Supplier Summary: Opens a summary of the supplier's record and transactions on the right. View Audits: Opens the audits panel on the right. For suppliers, only batch-update changes are listed on the Audits panel.