How to Create a New Supplier?

Create a New Supplier is a page to add and edit a new supplier's information. It contains new supplier's essential information, applicable tax keys, assigned warehouse and supplier group.

How to Create a New Supplier?

1) Select the menu Purchases / New Operation / Create a New Supplier.

2) Enter the name of the supplier. Select a type of supplier: Corporate or Individual. Select a status - Active or Inactive. And enter the registration number and the tax identification number. Press the "Continue" button. Supplier uniqueness verification occurs based on the name.

3) In the General Information tab, fill in the required fields, such as address and contact details. Select a group of suppliers if necessary. To save changes press the "Change" button.

4) Fill in the required fields in the Financial Information tab. A contract number may be involved in auto-numbering of future documents. The discount, payment terms, warehouse and tax key selected in this tab will be applied by default to all new document with this supplier; the above values can be changed manually in the document. To save changes press the "Change" button.

5) In the Bank Details tab, add the supplier’s bank(s) by clicking the button Create a New Record. Fill in the form with the bank details, and click the "Create" button to save the information. To edit the record, click the Edit icon, to delete the record, click the Delete icon.

6) In the Contacts tab, add the supplier’s contacts by clicking the button "Create a New Record". Fill in the form with the contact information, and click the "Create" button to save the information. To edit the record, click the Edit icon, to delete the record, click the Delete icon.

7) In the tab Type of Relationship, select check-boxes for an additional type of relationship: a client, an employee, a bank, the tax authority, etc. To save press the "Change" button.

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