Managing Supplier

A supplier is a person or organization that supplies/sell a product/service to meet the need or demand of the buyer.

In the Supplier menu, you can create suppliers or view, edit and delete previously created suppliers.

1. In the Purchase Module, Go to Supplier.
2. Click on “+ Add New” to create a new supplier. A dialog appears for a new contact, fill in the relevant information such as name and contact details as displayed on the screen.
3. To fill in additional information such as PAN, credit term, credit limit and opening balance, click on “+Add More Details”.
4. Click on Save to save and exit the dialog box.

When a selected supplier is opened, options can be used to edit, Make Inactive, Create transactions, add contact personnel.

Add Contact Personnel: In the Supplier information section for the selected supplier, contact person details can be added from the “Contact Personnel” by clicking on “Add Contact Person”. You can add multiple contact personnel for the same supplier.

Edit Supplier: in the option under edit, you can edit details for the selected supplier.

Add Transaction: From the option, you can directly initiate relevant entries such as Record Payment, Create Purchase Bill, Create Expenses and Create Purchase Order for the selected supplier.

Make supplier inactive/active: In the option, for the selected supplier, you can change the status of an active supplier to inactive or vice versa. If the supplier status is attempted to be changed, a warning dialog box will appear to either “Dismiss” or “Continue” with the decision. You can always revert the status of the supplier at any time. Note that: any Inactive suppliers, will not be available to be used in further transactions.

View Supplier Statement: On the Supplier, page click on the “View full statement” link to view the statement of the supplier.