You are here: Settings > Finance > Suppliers

Suppliers

Suppliers are used to supply Contract Divisions, supply Resources, and /or supply services and goods via the Purchase Order module. Some organisations refer to Suppliers as contractors.

The list of Suppliers is maintained here.

Settings > Finance > Suppliers

The link will open the Supplier grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Supplier click New , to edit and existing Supplier click Edit . A pop up window will appear which will allow the creation or amendment of a Supplier.

Click to view - Supplier Fields and Descriptions

Field Name	Description
Supplier Name	The name of the Supplier.
Supplier Code	The code of the Supplier.
Contacts
Contact	The Supplier primary contact for correspondence.
Address	The address to send all correspondence.
Postcode	The postcode of the Supplier for correspondence .
Country	From the drop down select the Country of the Supplier for correspondence - for more information see Available from 4.4.5.
Telephone	The phone number for correspondence enquiries.
Fax	The fax number for correspondence enquires.
Contact 2	The Supplier primary contact for invoices.
Address	The address to send all invoices.
Postcode	The postcode of the Supplier for invoices.
Country	From the drop down select the Country of the Supplier for invoices - for more information see Countries.
Telephone	The phone number for invoice enquiries.
Fax	The fax number for invoice enquires.
Details
Web Address	The URL of the Supplier.
Comments	Free text comments for the Supplier.
Internal Supplier	Check the box to mark the Supplier as internal.
Supplier On Hold	Check the box to mark the Supplier as On Hold - for use in suspending supplier in the Purchase Order Module.
Category	From the drop down select the Supplier Category. - Goods and Service - can be used as a Supplier throughout the system. - Goods - can only be used within the Purchase Order module to purchase goods from. - Service - can only be used to supply services and cannot be used to purchase goods.
Next Invoice Number	The next number to be used for Supplier related invoice numbering.
Tax Number	Free format tax number.
Credit Risk	Numerical credit risk score.
Next Po Number	The next number to be used for Supplier related Purchase Order numbering
Next PO Request Number	The next number to be used for Supplier related Purchase Order request numbering

Click to view - Other Tab - Supplier Fields and Descriptions

Field Name	Description
Insurance Details
From Date	The date the Suppliers insurance is valid from.
Expiry Date	The date the Suppliers insurance expiries.
Renewal Date	The date the Suppliers insurance is renewed.
Policy Details	Free form text of policy details.

Complete the fields and click Save . Once the Supplier header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

Supplier Categories
Supplier Contacts
Branch Suppliers
Blanket Orders
Published Accounts

Supplier Categories

Supplier Contacts

Branch Suppliers

Click to view more detail.

Suppliers can have branches based in different locations to their main headquarters. Branches can then be used within the Purchase Order Module to reflect where goods are being delivered from.

Settings > Finance > Suppliers - Branch Suppliers

The link will open the Suppliers / Branch Suppliers grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Supplier Branch click New , to edit and existing Supplier Branch click Edit . A pop up window will appear which will allow the creation or amendment of a Branch Supplier.

Click to view - Branch Suppliers Fields and Descriptions

Field Name	Description
Branch Name	The name of the Branch.
Branch Address	The address of the Branch.
Postcode	The postcode of the Branch.
Country	The country of the Branch - for more information see Countries
Telephone	The telephone number of the Branch.
Fax	The fax number of the Branch.

Complete the fields and click Save and Close .

Blanket Orders

Click to view more detail.

Blanket Orders are used within the Purchase Order Module .

A Blanket Order is designed to cover the costing for multiple delivery dates scheduled over a period of time. A blanket order is usually used when there is a recurring need for expendable goods.

Settings > Finance > Suppliers - Blanket Orders

The link will open the Suppliers / Blanket Orders grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Blanket Order click New , to edit an existing Blanket Order click Edit . A pop up window will appear which will allow the creation or amendment of a Blanket Order.

Click to view - Blanket Order Fields and Descriptions

Field	Description
Prefix	The prefix of the Blanket Order.
Contract	From the drop down select the Contract the Blanket Order is to be associated with - for more information see Contracts.
Valid From	Enter the date the Blanket Order is valid from.
Valid To	Enter the date the Blanket Order is valid to.
Order Limit	Enter the maximum value in pounds that the Blanket Order can reach.
Order Total	Auto calculated with all purchase orders that have been associated with the Blanket Order.
Orders	Auto populated with the number of orders associated with the Blanket Order.
Items	Auto populated with the amount of items associated with the Blanket Order.
Description	Enter a general description of the Blanket Order.
Item limit	Enter the maximum number of items that can be ordered on this Blanket Order.
Alternate PO Template	The report name of a non-standard purchase order template to use when placing orders through this Blanket Order.