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: : Creating a Supplier/Prospect Record Sheet
To create a supplier/Prospect record sheet, go to Third parties > Suppliers >
Create a supplier or Create a supplier prospect.
Entering General Information and Contact Details
- Under the General tab, enter the supplier or supplier prospect name and his contact details.
- Add the supplier or supplier prospect's company logo by dragging-dropping on the Logo area.
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In the Miscellaneous section, enter the information about your teams in charge of the supplier/prospect, like:
- The code of your company and entity or internal team in charge of the supplier or supplier prospect.
- The sales person and account manager.
- The supplier or supplier prospect account opening and closing dates.
Entering Financial Information
- Under the Finances tab, enter the accounting parameters like the account numbers:
- subsidiary account
- collective account: third party account that groups all the subsidiary and supplier accounts.
- Check the boxes:
- Group if a supplier or supplier prospect belongs to the same group of the company.
- Foreign if the supplier or supplier prospect's headquarter is abroad.
- Employee if the supplier or prospect is also an employee.
- Competitor if the supplier or supplier prospect is a competitor.
- Not booked if the supplier or supplier prospect is not booked.
- Capital asset if the supplier or supplier prospect is included in the capital asset account.
- DAS2: a supplier or supplier prospect must be considered as DAS2 as well as the associated general accounts.
- Payment authorization: you can use this option only if the FOU_BAP management rule is enabled when saving purchase invoices.
- External/internal/virtual: according to the company.
- Fill in the VAT information:
- Exempt: to check if the supplier or supplier prospect does not pay VAT.
- Payment regime.
- Geographical zone for VAT management.
- Under the Exemption of shipping costs section, check the Applicable shipping costs box to manage the exemption of shipping costs:
Exemption threshold: if you enter an amount superior to 0 in this field, the exemption of shipping costs will only apply if the amount of the order reaches or exceeds the amount you entered.
Close to exemption alert threshold: allows you to enter the amount of the order. When this amount is reached, an alert is triggered to warn the user that the exemption of shipping costs can be applied to the order if a certain amount is added.
Shipping costs depending on reception: allows you to indicate that the shipping costs must be managed according to the reception site during an order input.
The nature of products purchased will also have to be configured by selecting Applicable shipping costs. The shipping costs-type products will then be associated with suppliers according to purchase references to define a default shipping cost per supplier.
Entering Marketing Information
- Under the Marketing tab, enter the following statistical information:
- Supplier or supplier prospect classification family and sub-family.
- Profession of the supplier or supplier prospect.
- Grouping: grouping codes (1, 2 and 3).
- Keywords: used to search for suppliers or supplier prospects.
- Fill in the juridical information and add relevant additional information.
- Save your supplier or supplier prospect record sheet.
Once all these actions performed, you must validate to save the record sheet.
From this record sheet, you can rapidly search for the business objects linked to this record sheet, like all the orders for example.
Note: if you want to enter several banking accounts for the same supplier, without having to create several suppliers, you can create several invoicing sites containing bank details.
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