Supplier |
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Creating/editing Supplier account
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 1
Tap Work with suppliers button to open Suppliers window. Tap button to start entering new supplier details (or select existing supplier entry and tap to start editing it). Step 2
You are starting from General window. Enter the full name of supplier in Name field (Code field will be filled automatically - but you can edit it if necessary). Insert supplier's tax number and account number in Tax # and Account # fields. Set the account status with Acc.Status... button (tap the button and select the necessary value from the list or create your own value). The date will be automatically set as "today", but you can select other date by tapping . Now go to Additional window. Step 3
In Additional window you can set the usual tax rate for current supplier with Sales TAX... button (tap the button and select the necessary value from the list or create your own value). You can also enter the unique tax rate with option "Override product sales tax" (it will exist for current account only and will not be added to the general list of rates). Next you need to set the Credit Limit and Pay Due Days term this supplier is using by default in relations with your company. Now you are ready to move to the next window. Step 4
Contact window allows you to enter supplier's contact information. Contact field may contain the name of general issues manager, Trade Contact is for salesperson. You can enter the Phone and Alt. Phone, Fax, E-mail address. Step 5
Address window contains supplier's Billing Address and allows you to add Shipping Address by tapping Shipping Address... button (you can set is as same as billing address with Copy From Billing Address button). Step 6
Add supplier related Notes if any.
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