Difference between revisions of "Supplier"

(Created page with "'''Supplier''' This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions '''Supplier Record List''' File:Supplier R...")
 
 
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'''Supplier'''
+
<div style="text-align: center;">
 +
[[Maintenance]] | [[Purchase]] | [[Inventory]]
 +
</div>
 +
==Supplier==
 +
This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions
 +
 
 +
=====Supplier Record List=====
 +
[[File:Maintenance - Supplier - Record List.png|border|center|1500x1500px]]
 +
 
 +
 
 +
Notes:
  
This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions
+
*Supplier is required field on the transactions related to payments
 +
**The Supplier must be '''ACTIVE''' in order to use it on the following transactions:
 +
***[[Import Purchase Order]]
 +
***[[Purchase Order]]
 +
***[[Purchase Receipt]]
 +
***[[Accounts Payable]]
 +
***[[Payment Voucher]]
 +
***[[Debit Voucher]]
 +
***[[Disbursement Voucher]]
 +
***[[Petty Cash]]
  
'''Supplier Record List'''
+
=====Adding Supplier=====
[[File:Supplier Record List.png|center|thumb|Supplier Record List]]
 
  
 +
#Click [[Supplier]] under Maintenance Menu
 +
#Under Supplier Menu Screen, Click '''Add Supplier''' Button
 +
#Fill out the necessary fields then click Save. Note: Fields with * are require fields
  
'''Adding Supplier'''
+
[[File:Maintenance - Supplier - Add.png|border|center|1500x1500px]]
[[File:Adding Supplier.png|center|thumb|868x868px|Adding Supplier]]
+
<br />
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;"
!Field
+
!F'''ield'''
!Description
+
!'''Description'''
!Expected Values
+
!'''Allowed Inputs'''
 +
! style="vertical-align:middle;text-align:center;" |'''Restricted Inputs'''
 +
! style="vertical-align:middle;text-align:center;" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" |'''Required Field'''
 
|-
 
|-
 
|1.Code
 
|1.Code
 
|•Reference Code of the Supplier
 
|•Reference Code of the Supplier
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Company Name
 
|2.Company Name
|•Supplier's COmpany Name
+
|•Supplier's Company Name
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |100
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Address
 
|3.Address
 
|•Address of the Supplier
 
|•Address of the Supplier
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |105
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|4.Email
 
|4.Email
 
|•Email of the Supplier
 
|•Email of the Supplier
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
 
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" |Any special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |150
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|5.Business Type
 
|5.Business Type
 
|•Business Type of the Supplier's Company
 
|•Business Type of the Supplier's Company
|•Individual/Corporate
+
|*Individual
 +
<nowiki>*</nowiki>Corporation
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|6.Contact Number
 
|6.Contact Number
 
|•Contact Number of the Supplier
 
|•Contact Number of the Supplier
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" |11
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|7.First Name
 
|7.First Name
 
|•First Name of the Contact Person
 
|•First Name of the Contact Person
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" |Any special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|8.Last Name
 
|8.Last Name
 
|•Last Name of the Contact Person
 
|•Last Name of the Contact Person
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" |Any special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|9.Payment Terms
 
|9.Payment Terms
 
|•Days on completing the sale
 
|•Days on completing the sale
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" |5
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|10.TIN
 
|10.TIN
 
|•Tax Identification Number of the Contact person
 
|•Tax Identification Number of the Contact person
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" |12
 +
| style="vertical-align:middle;text-align:center;" |No
 
|}
 
|}
  
 +
Notes:
 +
 +
*Code is a required unique field on Supplier Module. This cannot be edited once created.
 +
 +
=====Viewing Supplier=====
 +
 +
#Click [[Supplier]] under Maintenance Menu
 +
#Select a Supplier that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to edit the Supplier record upon viewing it.
 +
 +
[[File:Maintenance - Supplier - View.png|border|center|1500x1500px]]
 +
<br />
 +
=====Editing Supplier=====
 +
 +
#Click [[Supplier]] under Maintenance Menu
 +
#Select a Supplier that needs to update its details. Click the drop-down arrow then click Edit.
 +
#Update the necessary fields then click Save.
 +
 +
[[File:Maintenance - Supplier - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!F'''ield'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
! style="vertical-align:middle;text-align:center;" |'''Restricted Inputs'''
 +
! style="vertical-align:middle;text-align:center;" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" |'''Required Field'''
 +
|-
 +
|1.Code
 +
|•Reference Code of the Supplier
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
|-
 +
|2.Company Name
 +
|•Supplier's Company Name
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |100
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
 +
|3.Address
 +
|•Address of the Supplier
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |105
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
 +
|4.Email
 +
|•Email of the Supplier
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 +
<nowiki>*</nowiki>Underscore "_"
 +
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" |Any special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |150
 +
| style="vertical-align:middle;text-align:center;" |No
 +
|-
 +
|5.Business Type
 +
|•Business Type of the Supplier's Company
 +
|*Individual
 +
<nowiki>*</nowiki>Corporation
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
 +
|6.Contact Number
 +
|•Contact Number of the Supplier
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" |11
 +
| style="vertical-align:middle;text-align:center;" |No
 +
|-
 +
|7.First Name
 +
|•First Name of the Contact Person
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" |Any special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 +
|-
 +
|8.Last Name
 +
|•Last Name of the Contact Person
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" |Any special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 +
|-
 +
|9.Payment Terms
 +
|•Days on completing the sale
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" |5
 +
| style="vertical-align:middle;text-align:center;" |No
 +
|-
 +
|10.TIN
 +
|•Tax Identification Number of the Contact person
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" |12
 +
| style="vertical-align:middle;text-align:center;" |No
 +
|}Notes:
 +
 +
*Code cannot be edited once created.
 +
 +
=====Importing and Exporting Supplier Option=====
 +
1. Under Supplier Screen, Click Options
 +
 +
2. Under Options, The user may Export or Import The Record
 +
 +
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 +
 +
[[File:Maintenance - Supplier - Export.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*When Importing the records, the user should follow the following steps provided in the Importing Supplier Screen such as
  
'''Editing Supplier'''
+
[[File:Maintenance - Supplier - Import.png|border|center|1500x1500px]]
[[File:Editing Supplier.png|center|thumb|865x865px|Editing Supplier]]
+
<br />
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
!Field
+
!F'''ield'''
!Description
+
!'''Description'''
!Expected Values
+
!'''Allowed Inputs'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Restricted Inputs'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Character Limit'''
 +
! style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Required Field'''
 +
|-
 +
|1.Code
 +
|•Reference Code of the Supplier
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
|1.Company Name
+
|2.Company Name
|•Supplier's COmpany Name
+
|•Supplier's Company Name
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |100
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|2.Address
+
|3.Address
 
|•Address of the Supplier
 
|•Address of the Supplier
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |105
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|3.Email
+
|4.Email
 
|•Email of the Supplier
 
|•Email of the Supplier
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
 
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |150
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|4.Business Type
+
|5.Business Type
 
|•Business Type of the Supplier's Company
 
|•Business Type of the Supplier's Company
|•Individual/Corporate
+
|*Individual
 +
<nowiki>*</nowiki>Corporation
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|5.Contact Number
+
|6.Contact Number
 
|•Contact Number of the Supplier
 
|•Contact Number of the Supplier
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |11
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|6.First Name
+
|7.First Name
 
|•First Name of the Contact Person
 
|•First Name of the Contact Person
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|7.Last Name
+
|8.Last Name
 
|•Last Name of the Contact Person
 
|•Last Name of the Contact Person
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any special characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|8.Payment Terms
+
|9.Payment Terms
 
|•Days on completing the sale
 
|•Days on completing the sale
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |5
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
|9.TIN
+
|10.TIN
 
|•Tax Identification Number of the Contact person
 
|•Tax Identification Number of the Contact person
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |12
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|}
 
|}
'''Supplier Option'''
+
=====<span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Supplier Record</span></span></span></span></span>=====
[[File:Supplier Option.png|center|thumb|Supplier Option]]
+
Supplier can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Supplier - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record
 +
 
 +
[[File:Maintenance - Supplier - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
=====<span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Supplier Record</span></span></span></span></span>=====
 +
Supplier can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - Supplier - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
  
 +
*Using Deactivate Button for deactivating multiple record
  
'''Supplier Importing Option'''
+
[[File:Maintenance - Supplier - Deactivate2.png|border|center|1500x1500px]]
[[File:Supplier Importing Option.png|center|thumb|Supplier Importing Option]]
+
<br />
 +
=====<span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Supplier Record</span></span></span></span></span>=====
 +
Supplier can be deleted in two ways:
  
 +
*Using drop-down arrow of a record can be used in single record deletion
  
'''Supplier Record Option'''
+
[[File:Maintenance - Supplier - Delete1.png|border|center|1500x1500px]]
[[File:Supplier Record Option.png|center|thumb|Supplier Record Option]]
+
<br />
  
 +
*Using Delete Button for deleting multiple record
  
'''Supplier View Record'''
+
[[File:Maintenance - Supplier - Delete2.png|border|center|1500x1500px]]
[[File:Supplier View Record.png|center|thumb|Supplier View Record]]
 
 
<br />
 
<br />
 +
=====Supplier Record Option=====
 +
Notes:
 +
 +
*The user is allowed to edit the details when viewing the record.
 +
*'''INACTIVE''' suppliers cannot be used in the transactions but can still be used if it is present in the past transactions
 +
*Supplier records that has transaction cannot be deleted but can be deactivated.
 +
*Activating/Deactivating and Deleting of Records can be done in two ways.
 +
**For single records, the user may use the drop down arrow then the action that need to perform.
 +
**For multiple records, the user may tick the records then click the action button that need to perform
 +
***Click the Yes in the confirmation to proceed on the action taken.
 +
 +
{| class="wikitable" style="margin: auto;"
 +
|+Categories:
 +
! colspan="2" |'''Modules'''
 +
|-
 +
|Maintenance
 +
|[[Maintenance]]<nowiki> | </nowiki>[[Supplier]]
 +
|-
 +
|Purchase
 +
|[[Purchase]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
 +
|-
 +
|Financials
 +
|[[Accounts Payable]]<nowiki> | </nowiki>[[Debit Voucher]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]
 +
|-
 +
|Inventory
 +
|[[Purchase Return]]
 +
|}
 +
[[Category:Maintenance]]

Latest revision as of 15:19, 12 April 2022

Supplier

This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions

Supplier Record List
Maintenance - Supplier - Record List.png


Notes:

Adding Supplier
  1. Click Supplier under Maintenance Menu
  2. Under Supplier Menu Screen, Click Add Supplier Button
  3. Fill out the necessary fields then click Save. Note: Fields with * are require fields
Maintenance - Supplier - Add.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Code •Reference Code of the Supplier *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned 20 Yes
2.Company Name •Supplier's Company Name *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Other Special Characters not mentioned 100 Yes
3.Address •Address of the Supplier *Alphanumeric

*Special Character

None 105 Yes
4.Email •Email of the Supplier *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Any special characters not mentioned 150 No
5.Business Type •Business Type of the Supplier's Company *Individual

*Corporation

N/A N/A Yes
6.Contact Number •Contact Number of the Supplier *Numeric Any inputs except numeric 11 No
7.First Name •First Name of the Contact Person *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Any special characters not mentioned 20 No
8.Last Name •Last Name of the Contact Person *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Any special characters not mentioned 20 No
9.Payment Terms •Days on completing the sale *Numeric Any inputs except numeric 5 No
10.TIN •Tax Identification Number of the Contact person *Numeric Any inputs except numeric 12 No

Notes:

  • Code is a required unique field on Supplier Module. This cannot be edited once created.
Viewing Supplier
  1. Click Supplier under Maintenance Menu
  2. Select a Supplier that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to edit the Supplier record upon viewing it.
Maintenance - Supplier - View.png


Editing Supplier
  1. Click Supplier under Maintenance Menu
  2. Select a Supplier that needs to update its details. Click the drop-down arrow then click Edit.
  3. Update the necessary fields then click Save.
Maintenance - Supplier - Edit.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Code •Reference Code of the Supplier N/A N/A N/A N/A
2.Company Name •Supplier's Company Name *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Other Special Characters not mentioned 100 Yes
3.Address •Address of the Supplier *Alphanumeric

*Special Character

None 105 Yes
4.Email •Email of the Supplier *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Any special characters not mentioned 150 No
5.Business Type •Business Type of the Supplier's Company *Individual

*Corporation

N/A N/A Yes
6.Contact Number •Contact Number of the Supplier *Numeric Any inputs except numeric 11 No
7.First Name •First Name of the Contact Person *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Any special characters not mentioned 20 No
8.Last Name •Last Name of the Contact Person *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Any special characters not mentioned 20 No
9.Payment Terms •Days on completing the sale *Numeric Any inputs except numeric 5 No
10.TIN •Tax Identification Number of the Contact person *Numeric Any inputs except numeric 12 No

Notes:

  • Code cannot be edited once created.
Importing and Exporting Supplier Option

1. Under Supplier Screen, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - Supplier - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Supplier Screen such as
Maintenance - Supplier - Import.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Code •Reference Code of the Supplier N/A N/A N/A N/A
2.Company Name •Supplier's Company Name *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Other Special Characters not mentioned 100 Yes
3.Address •Address of the Supplier *Alphanumeric

*Special Character

None 105 Yes
4.Email •Email of the Supplier *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Any special characters not mentioned 150 No
5.Business Type •Business Type of the Supplier's Company *Individual

*Corporation

Any inputs not mentioned in the allowed inputs N/A Yes
6.Contact Number •Contact Number of the Supplier *Numeric Any inputs except numeric 11 No
7.First Name •First Name of the Contact Person *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Any special characters not mentioned 20 No
8.Last Name •Last Name of the Contact Person *Alphanumeric

*Special Characters (Period, Comma, Space, Percent, Ampersand, Left Parenthesis, Right Parenthesis, Left Bracket, Right Bracket, Underscore, Minus, Plus, Equal, Slash, Dollar Sign, Number Sign, At Sign, Exclamation, Single Quote, Double Quote, Colon, and Semicolon)

Any special characters not mentioned 20 No
9.Payment Terms •Days on completing the sale *Numeric Any inputs except numeric 5 No
10.TIN •Tax Identification Number of the Contact person *Numeric Any inputs except numeric 12 No
Activating Supplier Record

Supplier can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Supplier - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Supplier - Activate2.png


Deactivating Supplier Record

Supplier can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Supplier - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Supplier - Deactivate2.png


Deleting Supplier Record

Supplier can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Supplier - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Supplier - Delete2.png


Supplier Record Option

Notes:

  • The user is allowed to edit the details when viewing the record.
  • INACTIVE suppliers cannot be used in the transactions but can still be used if it is present in the past transactions
  • Supplier records that has transaction cannot be deleted but can be deactivated.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.
Categories:
Modules
Maintenance Maintenance | Supplier
Purchase Purchase | Import Purchase Order | Purchase Order | Purchase Receipt
Financials Accounts Payable | Debit Voucher | Disbursement Voucher | Payment Voucher | Petty Cash
Inventory Purchase Return