1. Fields & Definitions for Supplier Information
1.1. Supplier Tab

 

Supplier Information tab field definitions

 

Supplier No     The number assigned to the Supplier.
Supplier Name  The name of the Supplier.
Prefix This is only a reference field and does not affect any other modules within the system at this time.  This field has been implemented for future use.  
Account Status     Allows the user to select the status of the Supplier;  Preferred, Approved, Under Evaluation, Inactive or Disqualified.  This field is NOT a required field and can be left blank.  The status really doesn't have much influence throughout the system. The status is displayed on screen when creating a PO.   If a supplier has an account status of either "Inactive" or "Disqualified" this supplier will NOT be displayed on the Supplier List when creating a New PO.  
Supplier Type     The type of Supplier, either Manufacturer, Distributor, Independent Rep. or In-Stores.
Purchase Type The type of purchases the user makes from the Supplier, either Inventory, MRO or both.  (MRO stands for Materials, Repairs and other, usually used for almost everything else other than Inventory.) 
Account Number The number the Supplier has assigned the user.
Phone   The Supplier’s telephone number.
1099      If this box is checked, the system will track all of the checks written to the Supplier during a calendar year and a report will be available in Accounting / Accounts Payable / Issue Checks.
Terms    The terms the Supplier affords the user, such as 30 Days Net,  2% 10 days, net 30, COD, etc.
Fax    The Supplier’s fax number.
Credit Limit  The amount of credit the Supplier affords the user.

 

CONTACTS

 

Name   The name of the supplier contact. 
Title        The contact’s title at the supplier.
Phone How to reach the Contact.
Fax   How to reach the Contact.

    

                                        

                   

1.2. Remit To Tab

Remit To tab field definitions

Supplier Name The name of the Supplier.
Default If this box is checked, it’s the default address where to send the Purchase Order.
Remitting Address The list of available remittance addresses for this supplier.  Ther are no limitations to the number of addresses that can be added to this field.
Remit To

The name of the check payee.
Address

The mailing address where the remittance will be sent.
Phone/Fax/E-Mail

How to contact the remittance address personnel.
Attention

The contact at the remittance address.
Buttons  Used to Add, Edit or Delete a remittance address.

 

1.3. Confirm To Tab

Confirm To tab field definitions

Supplier Name The name of the Supplier.
Default    If this box is checked, it’s the default address where to send the Purchase Order.
Confirming Address   The list of available addresses where to send the Purchase Order for this supplier.
Confirm To    The name of the Purchase Order recipient.
Address   The mailing address where the Purchase Order will be sent.
Phone/Fax/E-Mail  How to contact the confirming address personnel.
Attention  The contact at the confirming address.  This is probably the name of the Sales Representative.
Buttons    Used to Add, Edit or Delete a confirming address.
 

 

                             

                                        

                 

                                

                                      

                       

                                      

                                   

1.4. Profile Tab

 

Profile tab

This tab is available for the user to make notes/comments about the Supplier.