Populate the Details tab for a supplier record

If the Automatic Supplier Number Code Numbers is set to off, you can enter up to 10 alphanumeric characters in the Code field and up to 40 in the Name field.

We recommend you take great care when deciding the scheme that you use to identify your suppliers as meaningful code makes it much easier for everyone to use.

You can set a supplier to be on stop by select the On Stop button.

Selecting the Construction Industry Scheme (CIS) option results in a new tab displaying called CIS where you can enter all CIS related information.

You can enter the preferred contact address for your supplier.

The Postcode field is above the address as this links in at a later point with an address finder.

This address is set as the default address and also flags as the order, remittance, statement, delivery, and default delivery address until you add more. If you need support adding more addresses, follow our article on adding multiple addresses.

The County and Country field displays previous or saved records. You can enter new records at any time which saves together with the supplier record so you're able to select this record in future.

This section is made up of user definable keys for sorting.

You can configure these fields if you have the correct permissions or select from the list. Open the list and select the relevant record to assign to your supplier.

You can type in a sort key which doesn't save with the existing sort keys and is only valid for the supplier that you add it to. For more information on sort keys, follow our article on configure sort keys.

The same rules apply to the Preferred Payment Method field.