Add Suppliers
Overview:
This is a list of suppliers that supply material or services to the company. Stores full supplier details such as address, phone number, currency, tax code etc.
Process
1. Menu Screen : MASTER FILES - SUPPLIERS
2.Here you will see the "Suppliers" screen . This is an existing list of suppliers that are currently in the WBS system .
This is a list of suppliers that supply material or services to the company. Stores full supplier details such as address, phone number, currency, tax code etc.
Process
1. Menu Screen : MASTER FILES - SUPPLIERS
2.Here you will see the "Suppliers" screen . This is an existing list of suppliers that are currently in the WBS system .
3. You can use the filter section above each column to filter any information or click the column heading to sort that column.
4. From here you can either edit an existing supplier or add a new one the layout is the same in both cases .
5. Now we are going to add a new Supplier.
5.1 To add a new supplier select the Add New Button and you will see the supplier detail displayed in a form.
4. From here you can either edit an existing supplier or add a new one the layout is the same in both cases .
5. Now we are going to add a new Supplier.
5.1 To add a new supplier select the Add New Button and you will see the supplier detail displayed in a form.
5.2 Note the additional User Text fields. These fields can be used to store any additional information about the supplier and you can change the description to a more meaningful one in configuration. For more information on how to do this this see the screen configuration document .
5.3 Remember to enter the Currency and the Default Tax Code as this information will be automatically copied onto a new purchase order.
5.4 For full information about any column click on Column details .
Suppliers can be imported from a spreadsheet
If your suppliers currently exist on a spreadsheet then this process allows you to import all your suppliers in one go. Please follow the instructions at the bottom of the screen How to import.
5.2 Note the additional User Text fields. These fields can be used to store any additional information about the supplier and you can change the description to a more meaningful one in configuration. For more information on how to do this this see the screen configuration document .
5.3 Remember to enter the Currency and the Default Tax Code as this information will be automatically copied onto a new purchase order.
5.4 For full information about any column click on Column details .
Suppliers can be imported from a spreadsheet
If your suppliers currently exist on a spreadsheet then this process allows you to import all your suppliers in one go. Please follow the instructions at the bottom of the screen How to import.