Suppliers: Create Supplier

Create Supplier

The Create Supplier modal screen is launched if you type an unknown supplier name into the "Supplier" field.
Use this to quickly create a supplier when you are creating a new item.

Create Supplier

• Supplier Code (Text (10)) — This field displays with the text ‘Required field’ in grey to show that this must be entered. When you start entering the code, this disappears. This field cannot be blank, spaces or a duplicate of an existing code. Validations on this are done on Save.
• Name (Text) — This value has been copied in from the value entered on Employees / Item “Supplier” but can be changed. This field is mandatory.
• Address 1 (Text) — Enter an address.
• Address 2 (Text) — Enter an address.
• Area (Text) — Enter an area
• State (List Box) — List of valid states, If the setting is ‘NZ’, the state list defaults in ‘NZ’.
• Post Code (Num (4)) — Enter a Postcode
• ABN (Text) — You can enter the ABN. If there is a screen alias on this field, it will be applied here also. No separate screen alias entry is required.
• Contact (Text) — Enter a contact name.
• Mobile (Text) — Enter a mobile phone number.
• Phone (Text) — Enter a phone number.
• Email (Text) — Enter an email address. Multiple emails can be entered with a semicolon (;). Validations on email syntax are done on Save.
• Supplier Type (Text( Display Only)) — This value will default in from the “Supplier Type” set up under the Supplier. If no value have been stored, the field will be blank. This field is read only.
• Channel (Text(Display Only)) — This value will populate when the user creating the Supplier is linked to a Channel via their Role. If there is no links to a Channel, this field remains blank. This field is read only.
• Status (Read only) — This field is read only and shows ‘Active’ as the status.

Action Buttons

Validations and Alerts

Below are alerts that you may receive if a record cannot be saved.

Create a new Packaging Supplier

Qualifiers

1. You need to create a new supplier to use when creating package items

Navigate

1. Go to Fleet / Administration / Suppliers
2. Use the lookup to check that the supplier does not already exist
3. Click on **
4. You will now be in the Suppliers / Detail tab
5. Supplier Code - enter a unique code for this supplier
6. Name - enter the name of the supplier
7. Enter other contact details you have to hand
8. Navigate to the Suppliers / Account tab
9. Supplier Type - choose 'Salary Packaging'
10. BSB Number - enter this if the supplier is the "Payee" and will be paid by direct credit.
11. Account Number - enter this if the supplier is the "Payee" and will be paid by direct credit.
12. BPAY Biller Code - enter this if the supplier is the "Payee" and can be paid by by BPAY
13. Payee
14. choose 'Supplier if the supplier will be paid for this item. E.g. The Packaging Provider is paid directly for their fees
15. choose 'Employee' if the employee will be paid for this item. E.g. The Employee is paid for their Otherwise Deductible expenses
16. choose 'Employee' if the payee is not the employee, but is specific only to them. E.g. The Associate is paid for their Associate Lease
17. Payment Method - choose either 'Bpay' or 'Direct Credit' as your preference
18. ABA Format Type - this field is used to determine if payments to a supplier by 'Direct Credit' should be grouped into one single payment to their account, or each record being paid should be kept separate.
19. 'Payment Reference' is appropriate in most cases to keep each payment record separate
20. 'Supplier' is appropriate when the payments should be grouped into one payment. E.g. Packaging Fees to yourselves.
21. Click on **

Next Steps

1. If applicable, this supplier can be used as a default supplier for selected Packages
2. To select this supplier in an item, type the supplier's name into the Employees / Item "Supplier" field.
3. If you are a channel user (channel packager , channel account and channel manager), then only suppliers linked to your channel are visible on the Employees / Item tab.

Supplier Groups

Group suppliers togeather for analysis or reporting.

1. Create a Supplier Group record
2. Add that "Supplier Group" record to each supplier that is part of the group in their Suppliers → Detail screen.

Supplier Groups Contact

Group suppliers togeather for analysis or reporting.

1. Create a Supplier Group record
2. Add that "Supplier Group" record to each supplier that is part of the group in their Suppliers → Detail screen.

Field Descriptions