Suppliers

The Suppliers page located in the navigation drop-down menu lists all the suppliers along with the PO's assigned to each. If the Supplier is not already available in the Supplier search you will need to add them.

1. From the main navigation drop-down menu select Suppliers
   
   

2. The list of all the current suppliers will appear.  Toggle through the list by clicking the Next button, making sure the vendor you would like to add doesn't already exist.

3. To add a new vendor, click the +New button

4. Fill in the Supplier details that are known.
   
   

   
   Supplier Details tab
   Supplier Name - This should be the full legal name of the entity, or in the case that the supplier is an individual, it should be their last name only. This field will be used to automatically generate the supplier's unique code.
   First Name - This field is only required if the supplier is an individual. Do not use the supplier's contact name as this will be added shortly.
   Tax ID\ABN - Enter if your jurisdiction requires suppliers to be registered.
   Currency - cannot be changed. It will be the same as what was entered on the purchase order. If it needs to be changed, cancel out of this screen and change it on the purchase order. Use the supplier look-up to find it.
   1099/Tax Code - Select the default tax code for this supplier from the drop-down list. If the required tax code is missing or you are not sure what to enter please contact your supervisor or administrator.
   Address - The suppliers address. Will be pre-filled automatically for existing suppliers. Enter it in for new suppliers, to have it saved and recalled the next time the supplier is used.
   Cu.Loc.Eps - Fill in if there is standard coding for this vendor to be used on all PO's (can be altered at PO draft stage).
   Prod.Det.Set - Fill in if there is standard coding for this vendor to be used on all PO's (can be altered at PO draft stage).
   
   Note: All Suppliers must have a unique Supplier Name. If you are creating two suppliers with different currencies it's a good idea to name them using currency designations such as SUPPLIER NAME (GB) and SUPPLIER NAME (EU).
   
   

5. Click on the Contacts tab the Vendor details that are known.  Click the +New button to add each contact necessary.  Fill in any Vendor contact details known.
   
   

6. Once complete, click on the Save button.  The contact details will appear as stored, continue adding any necessary Contacts (if there are multiple).
   
   

7. Click on the Save button again to the save the Supplier.