: :  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

  1. Under the General tab, enter the supplier or supplier prospect name and his contact details.
  2. Add the supplier or supplier prospect's company logo by dragging-dropping on the Logo area.
  3. 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

  1. Under the Finances tab, enter the accounting parameters like the account numbers:
  2. Check the boxes:
  3. Fill in the VAT information:
  4. Under the Exemption of shipping costs section, check the Applicable shipping costs box to manage the exemption of shipping costs:

    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

  1. Under the Marketing tab, enter the following statistical information:
  2. Fill in the juridical information and add relevant additional information.
  3. 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.