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Setting up Supplier Accounts

Setting up Supplier Accounts​

Before setting up a supplier account, ensure you have set up the appropriate supplier group for the account. See Setting up Supplier Groups for details.

After you have checked that a supplier does not already have an account by checking the supplier list, you can create an account for them as follows:

Select Suppliers in the Folders list (left of screen) and select New on the menu bar (at top of screen) and an Add New Supplier screen appears:

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Image Description

The Add New Supplier screen in ABM (Account Details tab). The toolbar shows buttons for Save & Close, Save & New, Copy, Paste, Print, Send To Excel, and Attachments. The left panel has an Account Details navigation menu with sections for Purchasing, Deliveries, Invoices, and more. The main area displays the Account Details form with fields for Supplier Type (Active Supplier dropdown), Supplier Name, Account Code, Supplier Group (Trade Suppliers with a Category dropdown), Account Manager (System Administrator with Branch set to All Branches), Tax Status (Taxable dropdown), ABN field, Bank Account No, Payment Reference, and a "Is a Sub-Contractor" checkbox. The right side shows Account Information with fields for Payment Rotation (0.00), Prompt Payment Discount, Credit Limit, Trading Terms (Monthly), and Last payment (0.00).

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Image Description

The Add New Supplier screen in ABM (Purchasing tab). The left panel shows the same navigation menu. The Purchasing tab is active, showing a section for "Purchases from this supplier are usually for" with radio button options including "Products with no rebates," "Products with rebates to," and a field for "This Ledger Account." Below that are address fields for Street Line 1, Street Line 2, City, State, and Post Code for the supplier's delivery address. Additional options at the bottom include "Post all invoices to: This account" with a note "there is no central billing account for this supplier," "Send Purchase Orders: on paper" with an option to "and generate them manually," and "Send Remittance: on paper."

Add New Supplier

The Add New Supplier screen contains: