Creating a new supplier
To create a basic supplier record:
- Click the Maintenance tab
- Click the Approved Supplier List link under the Purchasing & Suppliers heading
- You may want to search to make sure the company doesn’t already exist on the system
- To create a new supplier, click the Create button on the left of the grey bar in the middle of the screen
- On the General tab, complete the following fields:
- Name should be set to the formal company name
- Address, Post Code and Country should be set to the address at which the company is registered
- VAT Location should be set, presumably to UK
- Contact details need not be logged here, as they are done on the Contacts tab later
- On the Provisions tab:
- Scroll the Available Provisions and select the most appropriate provision(s) from this supplier
- Use the single arrow beneath it to move across to the list of current provisions
- You’re welcome to add more details under Scope of Supply if appropriate
- If you have company/VAT registration details, you can add those on the Accounts tab:
- Company Reg No should be recorded, if known
- Company VAT No should be recorded if the supplier is VAT-registered, if known
- Payment Category should be set to External Company
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Code will relate to accounts integration, ignore this for the moment
- On the Defaults tab, you can choose to select:
- Default PO Line Type
- Default VAT
- Click Save
Once the basic record has been created, you can then add additional information like their contact details and their bank details:
- If you have contact details for the supplier, be that individuals or teams, add them on the Contacts tab
- Click the Create button
- Populate their contact details, with Name and Email being the bare minimum required
- Select the Primary Contact checkbox if they are your main contact at the supplier
- Click Save
- You’re welcome to add as many contacts as you like through these same steps