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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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The "Add New Supplier" window showing the Account Details tab. The left sidebar lists navigation tabs: Account Details (selected), Purchasing, Contacts, Purchase Graph, Transactions, Orders, Deliveries, Requisitions, Documents, Recent Purchases, and Product List. The main area shows fields for: Supplier Type (set to "Active Supplier"), Supplier Name, Account Code, Supplier Group (set to "Trade Suppliers" with "Category" dropdown), Remarks, Account Manager (set to "System Administrator" with "Branch" dropdown set to "All Branches"), Tax Status (set to "Taxable" with "ABN" field), Bank Account No (with "Company Bank No" field), Payment Reference, and "Is a Sub-Contractor" checkbox. On the right side is an "Account Information" section showing: Payment Revision (OOD), Trading Terms (dropdown), Prompt Payment Discount (0.00%), and Last payment (OOD) fields.

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The "Add New Supplier" window showing the Purchasing tab. The left sidebar lists the same navigation tabs with Purchasing selected. The main area shows "Purchasing" section with the field "Purchases from this supplier are usually for" with radio button options: "Products with no rebates" (selected), "Products with rebates to", "Jobs", and "The Ledger Account" (with an account selection field). Below is the address section with fields for Street Line 1, Street Line 2, City, State, Post Code. At the bottom are: "Post all Invoices to" (set to "This account - there is no central billing account for this supplier"), "Send Purchase Orders" (set to "on paper" with "and generate them manually" option), and "Send Remittances" (set to "on paper").

Add New Supplier

The Add New Supplier screen contains: