Manage Supplier Info

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1.0 Create or Open a Supplier Profile

1. Navigate to Buying > Supplier > Supplier List.
2. Click New to add a supplier, or click an existing supplier’s name to open.

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1.1 Maintain Basic & Contact Information

1. In Basic Info, enter or update:
   • Supplier Name, Supplier Group
   • Primary Contact, Phone, Email
   • Address (street, city, postal code, country)
2. Click Save to persist changes.

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1.2 Configure Tax & Payment Settings

1. Scroll to Payment Settings:
   • Payment Terms Template (e.g., Net 30)
   • Default Payable Account (e.g., “Accounts Payable – CGIC”)
2. In Tax Settings, choose:
   • Tax Withholding Category (if applicable)
   • Default Taxes & Charges Template for purchase VAT/GST
3. Click Save.

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1.3 Add Bank Account Details

1. In Bank Details, click Add Row.
2. Fill in:
   • Bank Name
   • Account Number
   • Account Holder Name
   • Branch (optional)
   • Currency
3. Click Save. Repeat to add multiple accounts as needed.

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1.4 Update or Deactivate Supplier

1. To update, click Actions > Edit, make changes, then Save.
2. To retire a supplier, check Disabled on the form and click Save—this preserves history but prevents new transactions.