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    When you create quotes and orders, you would need to select a supplier for the relevant parts.  Initially it would be easier to capture all Supplier details. This can be done by accessing the Supplier icon in the Purchasing Menu.


    Adding a Supplier

    Click on the Suppliers icon in the Purchasing Menu and the Suppliers window will appear.


    Click on the Insert button and the Supplier Details window will be displayed.


    Capture the Supplier's details as required, ensuring that all required (Red) fields have been entered.

    There are 5 tabs on the left side of the window which will each require different information:

    1. Company - Enter the Supplier Name, Acc number(optional), VAT no and Category. If Material Parts category is selected, choose the type of Parts Supplied by this Supplier by ticking the checkboxes (OEM/S/H/ XXX)

    2. Contact Info - Name, Email address, Cell number etc.

    3. Address - Physical and/or Postal

    4. Pricing -  Choose Net or Retail pricing and fill out information according to your choice.

    5. BEE - Level and Date of assessment


    Once all the Details have been entered you can click on OK to save the changes.

    Changing a Supplier

    Once the Suppliers window is open, simply select the Supplier you would like to change and click the Change button. The Supplier Details window will then be displayed. 


    Now make the changes as required.


    Removing a Supplier

    Once the Suppliers window is open, simply select the Supplier you would like to remove and click the Delete button.


    A confirmation message will appear after which you can select Yes to remove the Supplier from the list.

    Page last modified 09:19, 9 Apr 2018 by Jennifer Veculim > Purchasing > Suppliers


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