Resources > Supplier/Vendor Summary
- Kye Hush
Suppliers/vendors and creditors are usually managed by a system administrator, designated role(s) or person(s) within your agency.
Suppliers/vendors are global records, meaning that an individual supplier/vendor could potentially be used by anyone in your WorkBook database. Creditors are the entities that send you invoices and are unique records within a WorkBook company; they cannot be shared across companies.
Suppliers/vendors are used for POs only, therefore if a creditor is not PO related (i.e. Employee creditors) then there is no need to also create a supplier record.
STRUCTURE
SUPPLIER/VENDOR NAVIGATION
NUMBER | FUNCTIONALITY |
1 | The further options menu is where you can create and deactivate records. |
2 | The filter allows you to filter records by type (i.e. client, vendor), by company or dept. (only applicable for employees) or other attributes, such as geography. |
3 | Use the modify grid feature to group by type or remove columns not in use |
4 | Use the sidebar to access, add and edit details relating to the supplier (or other resource) that you have selected. This will open the supplier card. |
5 | The supplier/vendor card allows you to access/edit/add different attributes and sub-records. |
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