|
Creating New Supplier Fields explained
Profile
.png)
1.Supplier Name: This is the only mandatory field for creating a new supplier. And this is the unique identity for each supplier. If a user enters a duplicate name, a reminder of “The Supplier Name already exists. Please Enter a different Supplier Name!” will pop up.
2.Title: There are four options available for selection, which are Mr, Ms, Mrs, and Miss.
3.First Name & Last Name: This is the name of the Supplier’s contact person.
4.Phone & Fax: : Contact numbers for current suppliers.
5.Email: User needs to make sure that the email address is in the correct format. Otherwise, invalid email address will not be accepted by system.
6.Memos: : Any notes for the supplier (300 character limit).
Address Details
.png)
1.Same as Physical Address and Same as Postal Address are ticked by default.
If Same as Physical Address and Same as Postal Address has been ticked, then the Postal Address and Shipping Address will be updated automatically based on the changes made to the Physical Address, and both will not be editable.
2.Physical Address: This is the Supplier’s office address or Company Registered office address.
3.Postal Address: This is the Supplier’s Postal Address.
4.Shipping Address: This is the Supplier’s Delivery Address.
5.If the user has selected Australia as the origin country, then the post code needs to be within the range of 0200-9999.
Financial Details
.png)
1.ABN: It is the Australian Business Number which contains a unique 11-digit number that identifies your business to the government and community.
2.Default Account Settings: This is the account for Purchase, which is blank by default. Once the user clicks .png) on the right corner of this field, full account list is available for selection, with the Expense Account and the Other Expense Account on top of the list. The selected account should auto load if the user enters any purchase transaction against this supplier for a service item.
3.Default Tax Code: This is the GST tax code for this supplier, which is blank by default. The selected tax code should auto load if the user enters any purchase transactions against this supplier, no matter what tax code has been assigned to the Inventory Item or Account.
4.BSB Number: Six digit numbers are required in this field.
5.Bank Account Number: This field accepts numeric values only.
6.Bank Account Name is the name of the Account holder.
7.Statement Text should not exceed 18 words.
8.Payment Memos: Reference for this supplier on Payment transaction.
9.Default Due Date: This would enable a user to enter the default due date for each customer with the following four options which would be automatically loaded when generating purchase transactions.
a.of the following month
b.days after the invoice date
c.day(s) after the end of the invoice month
d.of the current month
Modify and Delete Supplier
You can always go back to the Supplier List under Purchase Module to modify and delete a selected supplier.
|