i
This is our new documentation center, which is currently a work in progress to serve you better. Can't find help that you need? Search our old community site.

Create and manage suppliers

What are Suppliers?

Suppliers, in this sense, can be vendors, service providers, or entities that you make payments to such as sales agents. Use supplier class templates to fill in new supplier records with default information. You can set up supplier records with the New Supplier Wizard or import your supplier list with the Import Wizard.

Terminologies

  • Supplier Class Template - A list of default values for new suppliers e.g. payment method, currency etc.
  • Supplier GL Class Template - A list of default account codes for posting transactions.
  • Factors - Company or individuals that process receivables in behalf of the supplier.
  • Ship From - Supplier's shipping pickup location (warehouse or distribution center).

Set up defaults for new suppliers

Before setting up your supplier list, whether using the Supplier Wizard or importing your suppliers, consider setting up the supplier payment terms and payment methods, purchase  tax, shipping methods that you need. You can also group these details into supplier class templates that you can use to fill in new supplier records with default details instead of having to select each detail every time.

Set up supplier payment terms and payment methods
Set up purchase tax information
Set up supplier factors
Group details into class templates

Create new suppliers with the New Supplier Wizard

Create a new supplier information with the New Supplier Wizard. Create suppliers with same or different billing and shipping information or add multiple supplier shipping locations. List supplier items from each shipping locations and enable a filter to make sure you are purchasing from the correct supplier.

Create a new supplier with same billing and shipping address
Create a new supplier with different billing and shipping address
Create a new supplier ship from information
List supplier products

Additional Setup

Special and bulk supplier pricing can be set up per supplier ship from. Suppliers may have a different  part code and description  for the items as you have in the system. You can create the supplier-specific details so that the appropriate part codes and description appear on your supplier documents.

Filter items by supplier
Set up supplier special pricing
Add supplier part codes and description

 

 

Leave a Reply

Your email address will not be published. Required fields are marked *

Looking for help?

Our support staff is here to help you. SUBMIT A TICKET

Have a sales question?

Our sales staff is here to help you. CONTACT SALES

Need more help?

Our customer service is here to help you. CALL US