Suppliers are vendors from which you purchase goods and services for internal consumption or resale.
To access Suppliers, click on the Setup button in the ribbon, and then locate the Suppliers item beneath the Location Setup node in the left window pane.
There are two ways to add a new supplier:
Using the supplier setup wizard. Navigate to suppliers in setup as per above. Select Add in the Action ribbon. The wizard will prompt to create a new contact, create as a supplier and create a payable account.
To add a supplier, you must first add a contact and designate that contact as a supplier. In the Contacts feature, find an existing contact or create a new one. Click the Details button in the ribbon, then select Supplier, then select Change Supplier Settings. For more information, ssee the Details section of the Contacts article.
Follow these steps to search for a supplier:
Access Suppliers using the instructions given above.
Optionally, enter the search term in the Name field (see the figure above).
Choose an employee Type from the drop-down list.
Click on the Search button in the ribbon.
Follow these steps to change supplier details:
Search for the supplier using the instructions given above.
In the listing, click on the supplier you need to edit, and then click on the Edit button in the ribbon to open the Supplier popup window.
Enter a Credit Limit, which is the maximum that you can charge to your account with this supplier.
Optionally, add a Note about the supplier. This note is internal only, and will not appear on any customer documents.
Check the Support Online Order box if the supplier has an online connection.
In the Type tab, check any or all of the following boxes–each of which corresponds to a filter in drop-down lists found throughout Shop Manager.
Part: If you purchase materials for resale–1either directly on a work order or to replenish inventory.
Sublet: If you sublet jobs to this supplier.
Warranty: If this supplier allows warranty claims.
General: If you purchase expense type items from the supplier. An example of this type of supplier is a telephone utility company or a water delivery service.
On the Supplier Connection Setting tab, choose a Connection Type from the drop-down list, and enter the parameters that are necessary to establish a connection.
On the Catalog Settings tab, choose the Catalog Type from the drop-down list, and then enter the parameters that are necessary to establish a connection with the online catalog.
Click OK to commit your changes and close the popup window.
Follow these steps to delete a supplier:
Search for the supplier using the instructions above.
In this listing, click on the supplier you need to delete.
Click on the Delete button in the ribbon.
Click Yes to confirm you want to delete the supplier.
| NOTE: Deleting supplier details does not delete the contact. To delete the contact, follow the instructions in the Delete section of the Contacts article. |