Everything you need to configure a supplier record
All the information you need on your Suppliers
23 articles
- Next Generation - Access the action panel from a supplier
- Next Generation - Add multiple addresses for suppliers
- Next Generation - Configure sort keys on the details tab for suppliers
- Next Generation - Create, edit, and delete tasks and notes for suppliers
- Next Generation - Create a currency supplierA guide to setting up a currency supplier record for EU and Non-EU VAT types, where the assigned currency is fixed for all purchase transactions.
- Next Generation - Create an any currency supplier recordA guide to creating an any currency supplier record, covering the setup steps for Home, EU, and Non-EU VAT types and how the default currency is applied to purchase transactions.
- Next Generation - Create a new supplier recordA guide to creating a supplier record, covering both setup options for supplier code numbering and a description of each of the four available tabs.
- Next Generation - Customise the displayed columns for the supplier record list
- Next Generation - Delete supplier records
- Next Generation - Due dates and anticipated payment date calculation for the purchase ledger
- Next Generation - Edit a supplier record
- Next Generation - Populate the Custom tab for a supplier recordA guide to populating the Custom tab on a supplier record, covering the four custom field groups available for capturing additional information for both new and existing suppliers.
- Next Generation - Populate the details tab for a supplier recordA guide to populating the Details tab on a supplier record, covering the Summary, Preferred Contact Details, and Sort Keys sections for both new and existing suppliers.
- Next Generation - Populate the Settings tab for a supplier recordA guide to populating the Settings tab on a supplier record, covering transaction defaults, bank details, and currency information for both new and existing suppliers.
- Next Generation - Populate the terms tab for a supplier recordA guide to populating the Terms tab on a supplier record, covering the five available sections for both new and existing suppliers.
- Next Generation - Search for a supplier recordA guide to editing a supplier record by clicking the hyperlink in the Code or Name column to open it directly in edit mode.
- Next Generation - Set a supplier to be inactive
- Next Generation - Settlement discount for supplier in Creditors or purchase ledger explained
- Next Generation - Supplier Turnover Analysis explainedA guide to the Turnover Analysis tab on a supplier record and how to match the values in the Purchase Ledger Enquiry.
- Next Generation - The Supplier Records screenA guide to the Supplier Records screen, covering how to search and filter suppliers, access purchase ledger transactions directly from the screen, and use the available actions and grid features.
- Next Generation - View, upload, download, preview, and delete documents for a supplier
- Next Generation - View suppliers transactions or enquiries
- Next Generation - Set up a supplier and customer relationshipA guide to setting up, managing, and deleting contra relationships between customer and supplier records, allowing outstanding balances to be offset against each other.