[Revised July 2020]
To set Suppliers
- From the Home Screen, go to Main Menu,Tools, Utilities, Supplier Utilities, Modify Supplier OR enter Supplier Utilities or Modify Supplier in the Search box..
Adding a supplier
NZ All suppliers use the same PDE, so there is no need to list each wholesaler as a supplier. Instead have a supplier named 'General' , and use this on stock cards of items generally available, plus the specific manufacturer of the item if 'direct orders' are likely. Stock card (left side) notes go into detail on the use of particular supplier names on stock cards.
Australia & UK. Each supplier uses a different PDE, so each wholesaler needs to be defined as a supplier. Stock cards (left side) notes go into detail on the use of particular wholesaler names and PDE numbers on each stock card.
Deleting a supplier
Highlight the supplier to delete and select Delete. A supplier cannot be deleted if ANY stock cards show it as the supplier, since the items could never be ordered. If some items must be retained in stock and you are really keen to remove the suppliers name, create a supplier called "Discontinued" and change the stock card supplier name to that.
Notes
- Orders are selected by supplier.
- Many reports can analyse data by supplier.
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