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.
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Next, click ‘New’ from the drop down list which appears.
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Enter the supplier’s name in the ‘Add New Supplier’ field, and click ‘Done’ to finish.
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The supplier’s name is associated with this transaction, and added to the Supplier Records and Supplier Table component
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Add a supplier to the Supplier Records component
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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
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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.