Add Or Edit A Supplier |
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Add or Edit a Supplier
Watch the video: Creating New Suppliers (Getting Started)
This section explains how to capture and maintain the details of companies from which you purchase goods and/or services.
How to Access
•Go to: Supplier > Lookup & Reconciliation then click New Supplier
OR
•Go to: Supplier > New Supplier
When adding or editing a supplier, the Supplier Master Form will open.
Tip: Hover the mouse over any field. If the cursor changes to a hand () , click to view more information.
Capturing Supplier (Creditor) Details |
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Supplier Name |
Supplier name and Supplier Code Enter the supplier's: •Trading Name •Registered Name •Supplier Code •Registration Number
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Terms |
Supplier Credit Terms •Location: Supplier > General •Action: Specify the credit terms (e.g., 30 Days, COD). •Impact: These terms feed directly into the Supplier Age Analysis module to calculate payment due dates and aging brackets.
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Email Addresses |
Supplier Email Addresses (Orders and Admin) •Enter one or more email addresses. •Note: Separate multiple addresses with a semicolon ( ; ). •When emailing via Outlook, these will automatically populate the "To" field.
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Supplier Accountant Name |
he name of the primary financial contact at the supplier’s office.
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Supplier Recon / Payment Allocation Type Select how supplier reconciliations should be performed: •Status → Recommended. Uses the standard supplier reconciliation method. •Invoice → Matches payments against individual invoices.
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Supplier Tax Info |
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VAT Registered •Tick if the supplier is VAT registered for. •Leave unticked if not registered (no VAT will be applied on GRN transactions).
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Tax System |
Select the Suppliers Tax System (e.g, South African Vat, New Zealand GST).
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Currency |
Supplier Currency Select the supplier’s currency (e.g., ZAR, USD, EUR).
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Purchase Tax Override |
Supplier Purchase Tax Override Use this to bypass default input tax for specific tax types during GRNs or Returns to Supplier (RTS).
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