Next Generation - Populate the Settings tab for a supplier record

With the Settings tab, you can set up transaction defaults, bank details, and currency information for your supplier.

Populate the Settings tab for a new supplier

Click Creditors then click Suppliers.
- Note: All suppliers are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Click + New Record at the top right hand-side of the Supplier Records screen.
Click on the Settings tab and enter the relevant details and once you are done, click Save.

The Settings tab contains seven different sections which are:

Defaults and VAT
Transaction Defaults
Bank Details
Information
EDI
Email Templates
Contra Settings

Populate the Settings tab for an existing supplier

Click Debtors then click Customers.
Note: All suppliers are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
In the Code or Name column, click the hyperlink, the underlined text.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.
Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Settings tab and enter the relevant details and once you are done, click Save.
Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit supplier records.

The Settings tab also contains the Contra Settings section which is only available once you have saved a new supplier or are editing an existing one.

Each section is explained below

Section	Description
Defaults and VAT	In the Defaults and VAT section, you have three options: Home EU Non-EU Select the correct VAT type for the supplier by clicking the supplier record from the VAT type list. For more information on creating an any currency supplier, follow our article on create an any currency supplier or you can create a currency supplier. If you select EU State, you need to select the Country from the country list or alternatively type in the country name. This list is hard coded in your database and cannot be changed. Once you have assigned a country to a customer record, and you then use the customer on transactions, you will not be able to change the country. You can also select the Intrastat defaults for your supplier record. If you select non-EU State, the country list displays all non-EU State countries available in your database. Both EU and non-EU State country records are created within System Options module. The selection that you make for both scenarios are used to validate the VAT rates entered on transactions for this supplier and also allows you to be able to select the correct Purchase and Bank Analysis. You can only select a valid VAT code. For a GBP VAT supplier, all non-EU VAT codes are valid. For an EU VAT supplier, all codes are valid expect VAT codes X and Y. For a non-EU VAT supplier, all non-EU VAT codes are valid. You can only select valid purchase analysis records. All active purchase type analysis records that match the supplier currency are valid. When using an any currency supplier, all active purchase type analysis records of all currencies within your database are valid. You can only select valid bank analysis records. All active bank type analysis records that match the supplier currency are valid. When using an any currency supplier, all active bank type analysis records of all currencies within your database are valid.
Transaction Defaults	You can select or enter a purchase and bank analysis which records your purchases from this supplier. The analysis set on the supplier pulls through as default to all your purchase transactions. You can also select or enter a VAT code for this supplier. The VAT code set on the supplier pulls through as default to all your purchase transactions. Leaving these fields blank results in the system default pulling through for the transactions. You can only select valid analysis records. All active bank type analysis records that match the supplier currency are valid. When using an any currency supplier, all active bank type analysis records of all currencies within your database are valid.
Bank	You can record the sort code, account number, account name, and bank name. Additionally, you can record a BACS reference, IBAN number, and SWIFT or BIC code. SWIFT or BIC code - These are ISO standard formats that are unique identifiers for international financial institutions. SWIFT, BIC, and IBAN are all ISO formats however, IBAN is earlier than SWIFT or BIC and is covered by a separate ISO standard. The SWIFT or BIC code is the agreed common format in implementing single euro payments area (SEPA) in the Eurozone.
Information	This section is set up for communication purposes and you're also able to set a supplier to be inactive by selecting the Inactive button from No - default, to Yes. You won't be able to set a supplier to be inactive if they have transactions saved in the batch.
EDI	EDI stands for Electronic Data Interchange. EDI is a standard electronic format that replaces paper-based documents such as purchase orders or invoices. By automating paper-based transactions, organisations can save time and eliminate costly errors caused by manual processing.
Email Templates	There are standard email templates defined when a new database is created. You're able to add new ones within the System module which is permission driven. You can set the email template for the following: Remittance Purchase Order If your database has several templates set up for both options, you can select the relevant one from the drop-down list.
Contra Settings	The Contra Settings section only becomes visible once you save your supplier, or if you're editing an existing one. It won't be available when creating a new supplier. You can use the contra settings when you have a supplier who also buys from you and you wish to offset any money you owe to this supplier against the money that they owe you. To set up a contra relationship between a supplier and a customer, you need to have an existing customer record in the Debtors module. For more information on linking the two, follow our article on link customers to suppliers and suppliers to customers.

Next Generation - Create a currency supplier

Next Generation - Create an any currency customer

Next Generation - Create an any currency supplier record

Next Generation - Create a new supplier record

Next Generation - Populate the Settings Tab for a customer record