Add store suppliers
This topic describes how to add suppliers to the store database.
It is recommended that you add suppliers before you start adding items. If you add supplier information to items immediately it is much easier to manage store inventory.
Click Inventory/Purchasing.
Click Suppliers.
Do one of the following:
To add a new supplier, click New.
To edit an existing supplier, select it and click Edit.
To copy an existing supplier, select it and click Copy.
On the General tab, enter the following:
Code
A unique code, e.g., a number or abbreviation, that identifies the supplier.
Name
The name of the supplier.
Term
The supplier's payment terms, e.g., 30 days.
Address
The supplier's street address.
City
The city in which the supplier is located.
State
The state in which the supplier is located.
Zip
The zip (postal code) for the supplier.
Country
The country in which the supplier is located.
Account Number
Your store's account number with the supplier.
Tax Number
If required in your locale, enter the supplier's tax number.
Accepted Currency
Select the supplier's currency. Select Default Currency to use the currency selected in the computer's Windows operating system.
Contact Name
The name of the person who is your primary contact at the supplier.
Telephone
The supplier's main telephone number.
Fax Number
The supplier's fax number.
E-mail Address
The supplier's main e-mail address.
Web Page
The supplier's web site.
(Optional) On the Additional tab, enter information into the custom fields.
(Optional) Enter any notes about the supplier on the Notes tab.
On the Purchase tab, enter the following:
Min. Order Amt.
The minimum order amount the supplier requires.
Tax Exempt
Select this option if orders from this supplier are tax exempt.
Inactive
Select this option if you want to deactivate the supplier. Deactivating a supplier instead of deleting them is recommended because it maintains relationships in the store database. If you delete a supplier it can break relationships in the database and have unexpected consequences for data look up, reporting, and more.
To quickly apply discounts to items ordered from the supplier, click Discounts and enter the following:
Type
Select the type of discount: Department, Category, or Item.
Code
Click the browse icon to look up the specific Department, Category, or Item.
Description
The Description is automatically populated with the Description of the Department, Category, or Item.
Starting Date
The date the discount starts.
Ending Date
The date the discount ends.
Discount
The percent reduction in price to offer on items from this supplier.
UOM
Select the unit of measure to use in a purchase order for the item.
Min. Qty
The minimum quantity of the item to include in the purchase order to qualify for the discount.
To quickly view the items your store has ordered from the supplier, click Items.
Click Save And Close.
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