Working with Suppliers

     

Topic: Purchasing

Overview

The Supplier Document lets you store details about the Supplier (sometimes called Vendors) and create, recall and view all associated information and Documents.

 

Prerequisites

Using salesorder.com the basics

 

Entering and Editing

Creating a new Supplier

To create a new Supplier either use the Suppliers Shortcut, or from the Explorer click Purchasing->Suppliers and click 'New Supplier' from the Supplier List.

 

Supplier Key Facts

•The Supplier name must be entered, but it does not have to be unique.
•The Ref # is a unique identifier/number associated with the Supplier. This can be thought of as the Supplier account number. See Working with Reference numbers (Ref #) for more details.
•The Supplier's Balance field shows how much you owe the Supplier. If its value is negative the Supplier owes you money.
•Once the Currency is set it cannot be changed. The Supplier balance will always be expressed in the selected currency. Moreover all transactions for the Supplier will be in the selected currency.
•The Balance field by default is 0.00, however it can be set to a value. In this case an underlying opening balance transaction will be generated within accounts.
•If the Supplier is VAT registered and a member of the EU remember to check the the 'Member of EU (Not UK)' field in the Profile Tab. This will ensure VAT returns are calculated correctly for trading with EU Suppliers.

 

Using the Supplier Document

•Once the Supplier is created you can perform associated tasks such as creating Purchase  Orders and Bills, making Payments etc. by using the Suppliers's Action Bar.
•You can also find any associated Documents by using the 'Find' drop-down on the Action Bar.
•You can use the 'Transactions' Tab to list/find any associated transactions such as overdue Bills etc.
•Useful tip: The Transactions,Contacts and Memos tabs can all be used when the Supplier has been popped up in its own window using popup.

 

Related tasks and information

Configuring Suppliers

Working with Purchase Quotes

Working with Purchase Orders

Working with Cash Purchases

Working with Item Receipts

Working with Bills

Working with Supplier Credit Notes

Working with Payments to Suppliers (Money Out)

Working with Contacts

Working with Memos

Configuring 1099 Categories (USA only)

Importing Data

Working with Emails