Supplier Record Detail

Supplier Record Detail

Note: not all tenants will have the same fields and user access may restrict the ability to access some functionality.

Editing the supplier record 
  1. Details - edit the supplier contact information 
  2. Activity - add notes to the supplier record
  3. Tax Exemptions - set up Federal and Provincial/State tax exemptions

The following functionality is available when viewing the supplier record ;
  1. Contacts - add contacts to the supplier record
  2. History - displays all events related to the supplier.  These can be filtered, searched, and are linked back to the event.
  3. Account - displays current total payables amounts and statement distribution 
  4. Tax Exemptions - displays tax exempt status
  5. Products - displays supplier product detail that has been added under Supplier tab on products
  6. Attachments - ability to add documents to Supplier; ie. contract agreements, images, etc. 


 

    • Related Articles

    • Product Record Detail

      Below are some of the common product detail fields, but not all fields may be on the product canvas. Other fields can be added and be updateable to the product detail record. Inventory - Checked will make this a stocking product, otherwise the ...
    • Customer Record Detail

      Note: not all tenants will have the same fields and user access may restrict the ability to access some functionality. Editing the customer record Details - edit the customer contact information Finance - update/view the customer credit limit and ...
    • 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.
    • 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 ...
    • Giving a Supplier Credit

      Giving a Supplier Credit In the left menu select “Data”. Click “Suppliers” and locate the supplier and double click to open the supplier’s details.  On the left click the “Credit” tab and then depending on the type of credit that you want to add to ...