Create New Supplier

To create a new supplier click the + button, the following window will appear

Reference – enter the exact account reference e.g. Sage, Quick Books (mandatory field)
Name – enter name of supplier
Address – enter address details
Post Code – enter post code details
Telephone – enter telephone number
Email – enter email details
Fax – enter fax number
Contact Details – enter the main contact details

Select OK to confirm

Edit – use the edit button to make amendments to address detail
Country – use drop down selection for currency code, ensure overseas suppliers are setup with the relevant currency e.g. EUR, USD etc.
Green Arrow – opens googlemaps to display location of supplier (must have a postcode)
Address search – use the looking glass  to search customer details already present in database

Account Terms

Terms – can enter terms for this supplier e.g. 30 days.
Last Audit – can enter date of last audit (if required)
Quality – can enter any certified quality qualifications
Tax Code – enter the relevant tax code from the drop down
Supplying – can list what this supplier supplies
Notes – can be used for additional information related to this supplier