To enter supplier details, use the tabs in the record window to fill in your supplier account information. Details you may need to provide include:

• Supplier name
• Contact information (address, phone number, email)
• Payment terms and credit limits
• Billing and delivery addresses
• Any additional notes or relevant details
• Primary contact details
• Preferred courier
• Primary discount (if applicable)

Saving the Record:
Once all necessary information is entered, click the “Save” button to create the new supplier record. By following these steps, you can efficiently manage and update your supplier records, ensuring that all essential information is easily accessible and up-to-date.

Credit Control
You will need to set up an account number for the supplier. If the system is linked to Sage Accounting, entering the account number will automatically sync the supplier details with Sage, and the supplier status will also update to reflect the Sage status (e.g., “New”).

Currency/Tax
Set up the default tax code for the supplier, which is typically T1 for UK-based suppliers. The VAT rate, currently 20%, is defined in the administration module. Define the base currency, especially if you trade with suppliers overseas, to ensure the correct currency is applied to transactions. When purchase orders are created, the system will automatically use the base currency assigned to the supplier.

Discounts
You can configure overall discounts for the supplier by using the discount dropdown menu. The available options are:

• None
• By Percentage
• By Amount

The value entered here will be applied in the purchase order module when calculating discounts on individual purchase orders.