Lending Suppliers

Lending Suppliers


The primary purpose of Lending Supplier is for expense payments made on credit cards, but can be used for any payable account.  

To set up a Lending Supplier, add the supplier (or edit existing supplier), and check "Is Lending Supplier" and save.  Then select the Lending tab on the Supplier and add the GL Account, then save.  



The GL Account must be set up as a payable.  (Editing a GL Account)



To add an expense that was paid by a credit card (or other payable type), when creating the payable check the Use Supply Lender and add the Lending Supplier.  This will create an Accounts Payable entry for the company/vendor then automatically debit to clear and apply as a credit on the Lending Supplier's GL Account.   




    • Related Articles

    • Lending Suppliers

      Lending Suppliers Set up Lending Supplier In the left menu select “Data”. Click “Suppliers”, locate the Supplier and double click to open the Supplier’s details. You can mark a supplier as lending supplier by checking “Is Lending Supplier” checkbox ...

    • Add a Supplier

      A customer can be added from Data > Suppliers or from a Purchase Order. Click on the + symbol to add a new supplier. In the banner of the Supplier window, add the Supplier # and Supplier Name. In the Details Tab, add contact information.

    • Inventory Replenishment

      Inventory replenishment is the process of ordering stock from suppliers in time to meet customer demand and avoid stock shortages. Sandbox will calculate the order quantity based on the ordering controls on the product, on hand, and available to ...

    • Inventory Replenishment based on re-order levels

      If you navigate to Inventory -> Replenishment, you will see a list of all the items that need to be ordered. The quantity to order is [Reorder Point] minus [ATP] minus [On Order]. For example, in the item shown below, the quantity to order would be 0 ...

    • Supplier Data Upload

      These are the common fields used when uploading supplier data. Template attached below. Field Detail SupplierNumber Optional, unique when entered SupplierName This is the supplier name and must be unique AddressLine1 Supplier Address Line 1 ...