To add a new supplier, click  and perform the following steps:

 

Personal Information

§  The Supplier Number will be given by the system after saving the new profile;

§  Select the company Branch for dealing with this supplier;

§  Select the Gender of the supplier;

§  Enter the English Name of the supplier. In Name 2 you can enter the supplier name in the second language of the system;

§  Select the Title and Commercial Name of the supplier;

§  Enter the Birth Date and National ID for this supplier;

§  Select the Language used with this supplier;

§  Select the Supplier’s Nationality ;

 

Contact Information

§  Enter the Phone, Mobile, Fax, Email and Website of this supplier;

§  Enter the Contact Person for this supplier;

§  Check-in the SMS Notification checkbox to allow sending SMS notifications for this supplier;

§  Select the Country, City, and Area of this;

§  Enter the detailed Address for this supplier;

§  Type any necessary Notes concerning the contact information;

§  Enter the Supplier’s Road, Block and Building Number ;

§  Enter a Contact Person to be contacted in case of emergencies;

§  Check-in the SMS Notification checkbox to allow sending SMS notifications for this supplier;

§  Check-in the Email Notification checkbox to allow sending email notifications for this supplier;

§  Enter the Next of Kin Name and Address;

 

Account Information

 

§  Select the Supplier Type from a list of types that were previously defined in the Customer/ Supplier Types page; this determines the account creation method for the supplier;

§  For taxable suppliers, enter the Tax Number;

§  Enter the Start Date for dealing with this new supplier;

§  Enter the supplier 's Bank Account number;

§  Enter the supplier 's Credit Limit;

§  Select the Economy Sector of this supplier;

§  You can include the supplier in the Black List to prevent any transaction with this supplier by checking-in the given checkbox and specifying the reason in the field that follows or use a predefined reason by checking-in the Is Defined checkbox and selecting the reason;

§  You set the supplier On Hold, for any reason possible by checking-in the On Hold checkbox and specify the reason in the field that follows or use a predefined reason by checking-in the Is Defined checkbox and selecting the reason. This is used for informative purposes only; no action will be taken for On Hold suppliers;

§  Select the Payment Terms that were agreed on with the supplier. Payment terms can be defined in the Financial Setup sub-module;

§  Select the Cost Centre that will be affected with this supplier. Cost centres can be defined in the Cost Centres page;

§  Select the Supplier Account. If this field remains empty then the system will automatically take the account set for the selected Supplier Type in the Customer/ Supplier Types page;

§  Select the Currency used in dealing with this supplier. Accordingly, all supplier invoices will be generated in this currency;

§  Select the Parent Supplier if you want to add this supplier as a sub- supplier to another supplier;

§  Select the Expiry date for this account;

§  Specify whether the added customer is an Individual or Company. If the added customer is an individual, then you will need to specify his/ her Office Address. Else if the added customer is a company, then you will need to specify the Manager Name and ID;

§  Check-in the Is Related checkbox if the added customer is related to your company;

§  Check-in the VIP checkbox if the added customer is a VIP customer;

 

Tax Information

 

§  Use the given Taxable drop-down list to determine if taxes are applied for this customer or not;

§  For taxable customers, enter the Tax Number;

§  Specify the Date of Excuse from paying taxes;

§  Enter the Tax Centre Description;

§  Enter the name of the Tax Centre;

§  Enter the Plan of Taxation and Tax Taking Property;

§  Specify the tax account from the suggested box ;

§  Click  to save your work;

 

Related Topics

Suppliers