Supplier fields

Top Block Fields:

Supplier Name

The unique name of the Supplier’s company.

Ref #

A reference number auto-assigned. See Working with Reference numbers (Ref #).

Owner

Drop down field where the worker can be selected.

• The owner of the Supplier Document is usually the Worker who created the Document.
• Ownership can be re-assigned at any time.
• The drop down Owner field is a list of Workers that have login permission.

Balance

The Supplier’s Balance field shows how much you owe the Supplier, or the supplier owes you. See Working with the Balance field.

Currency

Once set, the currency cannot be changed and transactions can only be in the selected currency. See Working with Currencies.

Credit Limit

Use this field to enter a Credit Limit the Supplier has set for you.

Bottom Block – Tab one: Main Contact

The details of the main contact person representing the company (supplier).
A new contact will be created when you save the document.
The contact will also appear in the Contacts List underneath the Organiser node on the Explorer.
For details of the Contact fields see Working with Contacts and Contact fields.

Tab two: Profile

General Information

Basic information about the Customer:

• Is Active – A tickbox. When ticked this indicates an active Supplier
• Supplier since – This date is automatically populated
• Type of business – Text field to categorize businesses

Additional fields can be added.

Trading Information

Tax Code – Dropdown field where you need to select the applicable tax code. See Working with Tax Codes.

Supplier is VAT registered – Check the tickbox if applicable.

VAT No. – If supplier is VAT registered – complete the VAT Registration number.

Is from other EC Member State – Check the tickbox if the Supplier is a member of the EU.

1099 Supplier (USA Only) – Check this if the Supplier is to be included in the 1099 tax report.

Default Site – If the supplier has more than one location.

Terms – Defaults to 30 days, 2%, 10 Net 30, COD. See Working with Payment Terms.

Price Level – See Working with Price Levels

Price List – See Working with Price Lists

Ship Via – The preferred Shipping Carrier e.g. DHL. See Working with Shipments.

Shipping method – The preferred Shipment Method e.g. Express 9.00. See Working with Shipments.

Shipping Terms – The default Shipping Terms, e.g. CPT (Carriage Paid To) etc. See Working with Shipments.

Name used on checks – If filled in, this is the name used on Checks instead of the default Customer name. See Working with Checks.

Banking details

The supplier’s banking details. See Banking.

Tab three: Notes

Place to add notes pertaining Supplier to which the whole team has access.

Tab four: Transactions

Where all Transactions associated with this supplier are listed. See Working with Transactional Documents.

Tab five: Memos

Summary of all memos pertaining to this supplier.
Memos are very useful to keep track of progress.
See Working with Memos

Tab six: Contacts

Allow additional contacts to be created for this supplier.
Useful to keep track of the different parties and departments involved.
See Working with Contacts

Tab seven: Email

Email can be sent directly from here.
See Working with Email

Tab eight: Classification

Classification facilitates greater organisational options.
For example, classifying supplier according to country or region.
See Working with Classifications