Adding New Suppliers
- Click on Supplier icon
- Click on New Record
- The blank Supplier screen will appear. (as per below)
- Enter the Supplier Account Name
- Enter the Alpha Code you wish to assign to this Supplier
- Select a Region for this Supplier
(To add Regions to your drop down list, use the List Management utility.)
If you wish, you can enter your Credit Limit for this Supplier
- Tick the Supplier Type and Classification boxes
Note: If this is a Supplier is a Carrier, the Supplier Type Carrier box must be ticked
If this Supplier is a Carrier, you can select a different set of Payment Terms for this carrier, other that the System Default Payment Terms for Carriers
If the Supplier is Registered for GST:
- Click on the GST tab
- Enter the Suppliers ABN number
- Tick the Registered for GST box
If you don’t do this, any RCTI’s raised in the system will have 48.5% deducted from them and this balance will be allocated to the ATO Supplier Account, to be paid to the ATO.
If this Supplier sends you a Tax Invoice, tick the Creditor Supplies Tax Invoice box.
If you wish to raise a RCTI for this Supplier, leave the box unticked.
- Now click on the Insurance tab.
If this Supplier is a Sub-Contractor, you can record all their Insurance Policy details here, which will enable you to report on when any of their Policies expire.
If the Supplier is a Grower you will need to tick the DAFF Levy box.
If you wish to pay this Supplier by EFT, tick this box and enter the other relevant details.
NOW CLICK APPLY TO SAVE THE SUPPLIER ACCOUNT
NOW YOU MUST CREATE CONTACTS FOR THIS ACCOUNT
Every Supplier MUST HAVE AT LEAST ONE CONTACT.
Every Supplier MUST HAVE A DEFAULT STREET ADDRESS.
Every Supplier MUST HAVE A DEFAULT POSTAL ADDRESS.
- Now click on the Contacts tab
(This example will have two contacts, one Street Address and one Postal Address)
- Click on Manage
- Click on Add
- Select Contact Type - Street
- Tick the Default Street Address
- Give this Contact a name in the Ref field
- You can allocate a persons name to this Contact
- Enter Address and Telephone details
- Enter any other details required
Click on APPLY
- Click on Add to create a Default Postal Contact
- Select Contact Type – Postal
- Tick the Default Postal box
- Give the Contact a name in the Ref field
- Give the Contact a persons name
- Continue entering the rest of the details
Now click SAVE
