Everything you need to know about Creditors Suppliers
All information you need on suppliers
18 articles
The Supplier Records screenAn overview of the Supplier Records screen, covering how to navigate, search, filter, and access supplier data and related purchase transactions.
Create a supplier recordA step-by-step guide to creating a new supplier record, including an overview of the Details, Terms, Settings, and Custom tabs.
Populate the Details tab for a supplier recordA guide to completing the Details tab when creating or editing a supplier record, covering the Summary, Preferred Contact Details, and Sort Keys sections.
Populate the Terms tab for a supplier recordA guide to completing the Terms tab on a supplier record, covering how to set and manage trading terms including discounts, delivery charges, credit limits, and payment due dates.
Populate the Settings tab for a supplier recordA guide to completing the Settings tab on a supplier record, covering transaction defaults, VAT types, bank details, and additional configuration options such as EDI, email templates, and contra settings.
Populate the Custom tab for a supplier recordA guide to capturing additional information on a supplier record using the four custom field groups available on the Custom tab.
Create an any currency supplierA guide to setting up an any currency supplier, enabling transactions to be processed in any currency held within your database.
Create a currency supplierA guide to creating a currency supplier, covering how VAT type drives currency selection and the steps for setting up EU and Non-EU currency suppliers.
Supplier Turnover Analysis explainedAn overview of the Turnover Analysis tab on a supplier record, explaining how period values are calculated and how to filter the Purchase Transactions enquiry to match the turnover figures.
Search for a supplier recordA guide to the different ways to search for supplier records, covering column filters, the quick search field, and the Advanced Filter panel.
Edit a supplier recordA guide to editing an existing supplier record by accessing it via the Code or Name hyperlink and updating the relevant fields.
Delete supplier recordsA guide to deleting one or more unused supplier records, including the restriction that prevents deletion if the supplier has been used in a transaction.
Add multiple addresses for a supplierA guide to managing supplier addresses, covering how to add new addresses and set order, remittance, statement, delivery, and default delivery address types.
Customise the displayed columns for the Supplier Record ListA guide to customising the columns on the Supplier Records screen, covering how to add, remove, and reorder columns using both the mouse and keyboard.
View, upload, download, preview, and delete documents for suppliers in CreditorsA guide to managing documents against supplier records, covering how to upload, view, preview, download, and delete documents from the Documents tab.
Create, edit and delete tasks and notes for suppliersA guide to creating, editing, and deleting tasks and notes against supplier records using the Action Pa
Configure sort keys on the Details tab of a supplier recordA guide to creating and managing sort keys on supplier records, enabling more flexible searching and reporting.
Set up a supplier and customer relationshipA guide to setting up a contra relationship between a supplier and customer record, allowing outstanding balances to be offset against each other.