Create a supplier record | Dimensions Help Centre

Creating a supplier record is a very straight forward process. This article takes you through how to create the supplier record along with completing the tabs available.

Depending on how your database is set up, there are two different ways to create a new supplier record:

Create a new supplier record when Automatic Supplier Code Number is OFF.
Create a new supplier record when Automatic Supplier Code Number is ON.

If the automatic supplier code number is set to ON, this means a code is automatically assigned to the supplier when saving the new record.

Note: To avoid too much scrolling, when going through the sections, you can select the section name to expand or collapse.

To create a new supplier record:

Click Creditors then click Suppliers.
Click + New Record then four tabs become available:

Details	Details is the default tab you see when you first create the supplier record. For further information on the Details tab and how to configure it, follow our article on the Details tab.
Terms	You can use the Terms tab to record any trading terms that've been granted by your supplier. For further information on the Terms tab, follow our article on the Terms tab.
Settings	With the Settings tab, you can set transaction defaults, bank details, and currency information for your supplier. For further information on the Settings tab, follow our article on the Settings tab.
Custom	The Custom tab provides extra fields for any additional information that you require that the other tabs don't support. For further information on the Custom tab, follow our article on the Custom tab.

Click Save then on the VAT Registration message, click Continue.

Take great care when deciding the scheme that you use for identifying your suppliers.
The code is a unique identifier and meaningful codes are much easier for everyone who works with them.

Note: The Address turnover analysis and visual analysis is only visible once you save the record.

Create a customer record

Create a nominal account

Populate the Details tab for a supplier record

Populate the Settings tab for a supplier record

Populate the Terms tab for a supplier record