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 |