1.) Navigate to the List Home >> Click the blue plus sign near the “Supplier” in Parties section
2.) Complete the New Supplier Form
Completing this form with all required fields will add it to your Supplier Catalog.
detailed info
- Supplier Name: Name of the Individual or name of the Company should be entered here.
- Code: Supplier Code can be entered here to distinguish from other suppliers.
- Contact Name: If the Supplier is of Company then, Name of the representative of that company should be entered.
- Supplier Type: Type of the Supplier is to be selected from the dropdown menu. In order to keep track of number of different types of the Suppliers. Examples: Domestic or International.
- Parent Customer: If a Supplier belongs to a Group or Company, should select that group or company from the list.
- Multi Location Supplier: If this supplier supplies to more than one location of your company, then this should be checked. So all the Locations will be able to see this supplier. If not checked, only the selected Parent location can see this supplier.
- Print Name / DBA: The Name which should be printed in all forms or documents or Doing Business As the legal firm name should be entered here
- Language: Preferred language of the supplier to communicate.
- Supplier Since: Entering Since data will help you in knowing how long have you been doing business with this supplier.
- Port: The nearest port of the supplier from where he generally ships the goods from.
- Markup Multiplier: How much percentage should be calculated when products are purchased from this supplier.
- Discount%: How much percentage of discount can be excepted from this supplier or pre-discussed discount terms.
A. Contact Information: All the required information to communicate with the vendor are to be filled in this section
B. Remit-To-Address: Remitting or Accounting address to be filled here. All the accounting related documents can be sent to this address.
C. Shipping Address: The address where the products need to be shipped or delivered.
B. Remit-To-Address: Remitting or Accounting address to be filled here. All the accounting related documents can be sent to this address.
C. Shipping Address: The address where the products need to be shipped or delivered.
Credit Limit: What is the credit limit of the company for which they can order without prior payment.
EIN Number: Employer Identification Number is a unique identifier that is assigned to a business entity for easy identification by the revenue department.
Account#: The supplier Account Number can be entered here.
Currency: By default its USD for United States. If the Customer belongs to other country then, Currency is to be selected from the dropdown menu.
Payment Terms: Payment Terms is an agreement that sets the expectations for payment.
Shipment Terms: Shipment Terms indicate three things. (1) Who arranges for transport and the carrier. (2) Who pays for transport. (3) Where/when does title (ownership) of goods transfer from seller to buyer.
Purchase Tax: What is the default Purchase Tax for this supplier when purchasing from this supplier.
Freight Forwarder: Who is the Regular or default Freight Forwarder to this supplier.
Default Payment Method: By default which payment method should be selected when this supplier is selected and made payments.
EIN Number: Employer Identification Number is a unique identifier that is assigned to a business entity for easy identification by the revenue department.
Account#: The supplier Account Number can be entered here.
Currency: By default its USD for United States. If the Customer belongs to other country then, Currency is to be selected from the dropdown menu.
Payment Terms: Payment Terms is an agreement that sets the expectations for payment.
Shipment Terms: Shipment Terms indicate three things. (1) Who arranges for transport and the carrier. (2) Who pays for transport. (3) Where/when does title (ownership) of goods transfer from seller to buyer.
Purchase Tax: What is the default Purchase Tax for this supplier when purchasing from this supplier.
Freight Forwarder: Who is the Regular or default Freight Forwarder to this supplier.
Default Payment Method: By default which payment method should be selected when this supplier is selected and made payments.
After filling all of the details click on "Add Supplier" to add the supplier to the supplier catalogue.
after creation it will redirect you to the Supplier Detail page as shown as below
Reclassify As Supplier: Can Reclassify as Supplier once created as a Vendor in the system. Duplicate Vendor: Can create a Duplicate Vendor with additional details in the System without entering all the details. New PO: Creates a new vendor po for this vendor. New Credit Memo: Creates a new credit memo for this vendor. Batch Pay: If you have multiple invoices for this vendor you can use this option to make Batch payments. Record a Refund: Creates a Refund for this vendor. List All Vendors: Clicking her will redirect you to Vendors List List All Suppliers: Clicking her will redirect you to Suppliers List Batch Update Tools: Will redirect to Batch Update page where you can update the information on all vendors at a time. View Log: Can see the updates for this Vendor. Like if someone changed the address, you can view this log and can know who updated, when, what, from where etc. all these details can be seen in the log. |