| Purpose & Benefits |
|---|
| This function lets you maintain basic information about Suppliers, some of which is extra information not held in TAS. |
Your suppliers are displayed in a grid where you can rapidly change important pieces of information:
Simply process those fields as appropriate – some notes on specific fields:
| # | Field | Default | Entry | Action/Description |
|---|---|---|---|---|
| 1 | Warehouse | Central | Yes | Select the default warehouse code for the supplier by double-clicking in the warehouse cell. This is used in the PO Entry form to speed up data entry and in assigning stock movements if invoices have been received using TAS. |
| 2 | Price List | Yes | Select the Default Price List to be used when entering Orders in program 611. |
If you have made any changes click the Save button to save them.
If you are only ever interested in some of the information you can setup your grid (using Show/Hide and ticking/unticking items, changing their order as necessary) then save your configuration by double-clicking the Red marble in the bottom right corner of the form. The marble will then turn Green to show the configuration has been saved.
Double-click the Code of a Supplier that you wish to amend or click New to create a new Supplier.
The drill-down gives you a detailed record:
If you have made any changes click the Save button to save them.
Account History is available within the Key Sales Pointers group – settings for Default Warehouse ( Trade option), Default Currency, Default Price List (both Plus only) and so on are within the General group.