Add a supplier
Please note that this process is also covered by the Easy Steps component.
Overview
There are 3 ways to add a new supplier in Business Accountz:
- Via the Supplier column in a transaction table
- Via the Supplier Records component
- Via the Supplier Table component
Add a new supplier to a transaction table
It is possible to add a supplier to any transaction table which contains the ‘Supplier’ column.
First, click in the ‘Supplier’ field of any transaction.
![Accounting Software screenshot add a new supplier to a transaction table](images/screenshot_add_a_new_supplier_to_a_transaction_table.gif)
Next, click ‘New’ from the drop down list which appears.
![Accounting Software screenshot add a new supplier to a transaction table new](images/screenshot_add_a_new_supplier_to_a_transaction_table_new.gif)
Enter the supplier’s name in the ‘Add New Supplier’ field, and click ‘Done’ to finish.
![Accounting Software screenshot add a new supplier to a transaction table name field](images/screenshot_add_a_new_supplier_to_a_transaction_table_name_field.gif)
The supplier’s name is associated with this transaction, and added to the Supplier Records and Supplier Table component
![Accounting Software screenshot add a new supplier to a transaction table added](images/screenshot_add_a_new_supplier_to_a_transaction_table_added.gif)
Add a supplier to the Supplier Records component
![Accounting Software screenshot add supplier new](images/screenshot_add_supplier_new.gif)
To create a new supplier within the Supplier Records window, click the ‘Create a New Supplier’ button at the top of the panel.
This will clear the supplier name/address fields and place the cursor in the ‘Name’ field, ready for you to start typing. Enter information as required into the following fields:
- Name - The Supplier’s Name
- Address - The Supplier’s Address
- Postcode - The Supplier’s Postcode
- Country - The Supplier’s Country of address
- Notes - Any further notes you may wish to add about the supplier
- Reference - Use this for any further reference details about the supplier
- VAT Number - The Supplier’s VAT Number
- Account From - An account entered here will automatically be entered in any transaction/quotation for this supplier within this component
- Account To - An account entered here will automatically be entered in any transaction/quotation for this supplier within this component
Please note that the new supplier details are automatically saved.
Add a supplier in the Supplier Table component
![Accounting Software screenshot supplier table add new supplier](images/screenshot_supplier_table_add_new_supplier.gif)
Click the ‘Add a New Supplier’ button in the toolbar at the top of the Supplier Table window.
This will add a new line to the table. Enter your supplier’s details as required.
Please note: the new supplier data is automatically saved.