Creating a new supplier   

To create a basic supplier record: 

1. Click the Maintenance tab  
2. Click the Approved Supplier List link under the Purchasing & Suppliers heading 
   
3. You may want to search to make sure the company doesn’t already exist on the system  
4. To create a new supplier, click the Create button on the left of the grey bar in the middle of the screen  
5. On the General tab, complete the following fields:  
   1. Name should be set to the formal company name  
   2. Address, Post Code and Country should be set to the address at which the company is registered  
   3. VAT Location should be set, presumably to UK  
   4. Contact details need not be logged here, as they are done on the Contacts tab later
      
6. On the Provisions tab:  
   1. Scroll the Available Provisions and select the most appropriate provision(s) from this supplier  
   2. Use the single arrow beneath it to move across to the list of current provisions  
   3. You’re welcome to add more details under Scope of Supply if appropriate
      
7. If you have company/VAT registration details, you can add those on the Accounts tab:  
   1. Company Reg No should be recorded, if known  
   2. Company VAT No should be recorded if the supplier is VAT-registered, if known  
   3. Payment Category should be set to External Company  
   4. Code will relate to accounts integration, ignore this for the moment
      
8. On the Defaults tab, you can choose to select: 
   1. Default PO Line Type 
   2. Default VAT
      
9. Click Save 

Once the basic record has been created, you can then add additional information like their contact details and their bank details:  

10. If you have contact details for the supplier, be that individuals or teams, add them on the Contacts tab   
    1. Click the Create button  
    2. Populate their contact details, with Name and Email being the bare minimum required  
    3. Select the Primary Contact checkbox if they are your main contact at the supplier  
    4. Click Save  
    5. You’re welcome to add as many contacts as you like through these same steps