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Updated on 6/13/2019
How-to-do Articles
Suppliers
Direct link to topic in this publication:

User Interface Navigation for Supplier List and Master

The various actions that can be performed on the Supplier List and the quick access icons present in the Supplier List are similar to the Product List page.



Menu options in the SupplierList


Option

Shortcut

Action

My Suppliers


When this option is selected, only the Supplier of the Logged in User gets listed

All Suppliers


When this option is selected, all the Supplier of all the User gets listed

New

Ins

To create a new Supplier

Modify

Enter

To edit the existing Supplier details

Task Manager


To create Appointment, Task, Incoming call, Outgoing call and to view the Appointment and the Task List

Transactions


To view various Purchase and Debit Transaction for the selected Supplier

Ship To/ Site Addresses

Shift+Alt+S

To view the Shipping Addresses of the selected Supplier

Contact Addresses

Shift+Alt+A

To view the Contact Addresses of the selected SuppLier

Aging

Ctrl+A

To view the Supplier Aging details

Account Summary

Ctrl+T

To view the Account Summary of the selected Supplier

GL Transaction

Ctrl+L

To view the Supplier Ledger

Assign Rights


To Assign appropriate Rights to the Supplier

Export List


To export the Supplier List

Print List


To Print the Supplier List

Hide

Del

To hide the selected Supplier

View Hidden

F4

To view the hidden Supplier

View Image

Ctrl+Alt+I

To view the Supplier image

View Notes

Ctrl+Alt+W

To view the Supplier Notes

View Employee


 To list the Suppliers linked to an Employee

Extended Data

Ctrl+F

To view the Supplier Extended Data

Column Filtering

Ctrl+Alt+F

To display the Supplier by applying the column filtering

Columns


To view the additional columns that can be added to the Supplier List

Grouping


To expand or collapse the grouping

Close

Ctrl+F4

To close the window



Supplier Master

To create a new Supplier, click (+) sign or use ‘Insert’ key on keyboard from the Supplier List.  You can also go to Menu and select ‘New’.


In the Supplier Master there are multiple tabs under which you can enter the data based on your business requirement.

General: Enter the Supplier Code, Supplier Company Name, First Name. Middle Name, Last Name, Address, Telephone number, Currency, Supplier Group and other details.

Addresses: You can add multiple Contact and Shipping Address for the Supplier. You can set one of the addresses as the default address.

Finance: Enter the Tax Code, Payment Terms, Accounting Details etc.

Terms:  Select the Terms and conditions for each transaction.

Sundry: Enter the details such as Shipping option, Region, Purchase Representative, FOB Type, Notes and other details.

Others: Enter the supplier UEN/ GST details and the partner details.

Security: Enter the Password and the security question that can be used during online login. Option to Enable Web access login is also available.

Extended Data:  Enter additional data to the Customer based on your requirement.


Quick access icons in the Supplier Master


These are similar to the quick access icons in the Product Master.



Menu options in the Supplier Master

Option

Shortcut

Action

New

Ctrl+N

To create a new Supplier

Save

Ctrl+S

To save the Master

Undo

Shift+Ctrl+Z

To undo the latest entered text/ value

Attachments


To view the attachment List or to add or delete attachments

Task Manager


To create Appointment, Task, Incoming call, Outgoing call and to view the Appointment and the Task List

Transactions


To view various Sales and Credit Transaction for the selected Customer

Products History


To display the various Purchase and Debit transaction of the Supplier

Tagging


To view and select the Tagging options available for the Supplier

Aging

Ctrl+A

To view the Supplier Aging details

Account Summary

Ctrl+T

To view the Account Summary of the selected Supplier

GL Transaction

Ctrl+L

To view the Supplier Ledger

Change Address


To change/ modify the Supplier address

Audit Trail


To view the Audit Trail for the Supplier for the selected time period

Close

Ctrl+F4

To close the window