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.

Fields

Field	Type	Description
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 to '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 has 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 link 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

Button	Description
Create	Click to save a new supplier record you are creating
Cancel	Click to discard your current changes

Validations and Alerts

Alert	Comments
"Supplier Code" cannot be blank!	Enter a "Supplier Code"
"Supplier Code" already exists!	Change the "Supplier Code" to something different
"Name" cannot be blank!	Add a "Name"
"Email" address is invalid!	The "Email" address or addresses must be valid. Visit the Email Address page for the requirements

Create a New Packaging Supplier

Qualifiers

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

Navigate

Go to Fleet / Administration / Suppliers
Use the lookup to check that the supplier does not already exist
Click on New
You will now be in the Suppliers / Detail tab
Supplier Code: enter a unique code for this supplier
Name: enter the name of the supplier
Enter other contact details you have to hand
Navigate to the Suppliers / Account tab
Supplier Type: choose 'Salary Packaging'

Account Setup

BSB Number - enter this if the supplier is the "Payee" and will be paid by direct credit

Account Number - enter this if the supplier is the "Payee" and will be paid by direct credit

BPAY Biller Code - enter this if the supplier is the "Payee" and can be paid by BPAY

Payee - choose one of the following:

'Supplier' if the supplier will be paid for this item (for example: The Packaging Provider is paid directly for their fees)
'Employee' if the employee will be paid for this item (for example: The Employee is paid for their Otherwise Deductible expenses)
'Employee' if the payee is not the employee, but is specific only to them (for example: The Associate is paid for their Associate Lease)

Payment Method - choose either 'BPAY' or 'Direct Credit' as your preference

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:

'Payment Reference' is appropriate in most cases to keep each payment record separate
'Supplier' is appropriate when the payments should be grouped into one payment (for example: Packaging Fees to yourselves)

Next Steps

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

Supplier Groups

Group suppliers together for analysis or reporting.

Create a Supplier Group

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

Supplier Groups Contact

Group suppliers together for analysis or reporting.

Create a Supplier Group

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

Field Descriptions

Field	Type	Description
Group Code Id	Num	System generated unique id
Group Code	Text (10)	User generated identifier. Must not be blank or constructed entirely from spaces
Name	Text (50)	Enter the Group Supplier's Name
Address	Text (50)	First line of Group Supplier address
Address 2	Text (50)	Second line of Group Supplier address
Address 3	Text (50)	Suburb or Town
State	List	Drop down list of address state
Postcode	Text (8)	Group Supplier Postcode
Contact	Text (50)	Name of Group Supplier Contact
Email	Text (50)	Enter email address of contact
ABN	Text (14)	Supplier ABN
ACN	Text (14)	Supplier ACN