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Setting Up Supplier Information

The first bit of information you need to set up for purchasing is your supplier information. Once you are in the Purchasing module, you can access the SUPPLIER INFORMATION window from the PURCHASING MENU GUIDE by selecting the SUPPLIERS navigation button. You can also access the window from the SETUP GUIDE by choosing Set Up Suppliers.

Important: The suppliers for your transportation services are listed separately from the rest of your suppliers under Transport Companies. This category can be accessed in the Menu Guide or through the Setup Guide by selecting the navigation button labeled Transport Co.

While two separate groupings are used, the window format and information required is pretty much identical for each. The only difference is that for transport companies you must check the check box above the SUPPLIER NAME in order to identify the particular supplier as a transportation company. This is important in order for the database to function properly when assigning a transportation company to a customer order.

Because of the similarities between suppliers and transport companies, we did not include instruction specifically for the transport companies data. Simply follow the instructions for suppliers, but go to the TRANSPORT COMPANY window to enter the information.

Filling in the supplier information is fairly self-evident. One point that needs to be made, however, is that you must assign a supplier number (or code - it does not need to be numeric) in order for the database module to function properly.

You can use your mouse to select the fields to enter data in, or you can -tab- through the fields.

Supplier Entry Example

Instructions For Entering Supplier Information:

  1. You must assign a supplier number for each supplier listed.
  2. If the supplier is a transport company, check the TRANSPORT COMPANY check box.
  3. Enter the supplier information.
  4. Click on the NEW SUPPLIER button to create a new supplier record.

Once you have the basic supplier information entered, you can set up your supplier contact information. Access the supplier contact screen by clicking on the View Contact Information button to the right of the screen. This window is very similar to the KEY STAFF INFORMATION found window in Company Information.

Sales Representative is the default for the first contact. The application is designed so that this individual’s name will appear on the your Purchase Order. You should not change this default if you plan to use the Purchase Order function.

Setting Up Supplier Contact Information

  1. Enter the contact information for the supplier’s sales representative in the first window.
  2. Optional: Enter additional contact information in the following windows.

Once you have finished filling in the supplier information, you are ready to go on and set up the goods or services you purchase from the supplier. You can do this as you enter each supplier or you can wait and fill them in at a later date.


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