Create a Supplier/Vendor > Supplier Settings
- Kye Hush
Once you have created a supplier/vendor, you can add address details, supplier contacts, creditor mapping etc. via the supplier card in order to complete the supplier/vendor setup.
The areas to complete will be dependent upon your agency process.
ACCESS THE SUPPLIER/VENDOR CARD
To access the supplier/vendor card go to:
Go to the resources module > resource default grid
Select the supplier/vendor > open the supplier card
ADD SUPPLIER/VENDOR ADDRESS DETAILS
Additional supplier/vendor information can be added via the supplier card.
Go to the resources module > resource default grid
Select the supplier/vendor > open the supplier card
Go to the information tab
From here you can update the following supplier/vendor information:
Name
Initials
Phone number
Mobile number
Email
Social information e.g. web address, LinkedIn page etc.
Skills
Resource group (resource groups are used for grouping resources together e.g. for a mail out)
Tags
Address details
Business (suppliers/vendors can be grouped by the type of business they are for reporting purposes e.g. print, post production etc.)
Public Number (supplier/vendor’s business number)
Responsible (the main contact person in your company for the supplier)
ADD SUPPLIER/VENDOR CONTACTS
Supplier/vendor contacts are the people associated with suppliers/vendors that you may wish to add to a purchase order.
Go to the resources module > resource default grid
Select the supplier/vendor > open the supplier card
Go to the contacts tab
From the contacts tab you can:
add a new contact
set a contact as active/in-active
anonymise a contact
merge contacts
move contacts from one supplier/vendor to another
open the contact card
To add a contact:
Click the add new contact button
Add the contact name and email address
Click ok
Once you click ok, a pop up will appear where you can complete additional fields related to the supplier/vendor contact.
SUPPLIER/VENDOR GENERAL SETTINGS
In general settings you can select supplier/vendor purchase order defaults such as to show sales tax/VAT/GST on your purchase order or to default the supplier/vendor’s activity.
Go to the resources module > resource default grid
Select the supplier/vendor > open the supplier card
Go to the supplier settings tab > general settings
SUPPLIER/VENDOR CREDITOR MAPPING
In creditor mapping you can link an existing creditor, remove the link to the creditor or create a new creditor against this supplier/vendor.
Go to the resources module > resource default grid
Select the supplier/vendor > open the supplier card
Go to the supplier settings tab > creditor mapping
Related articles
© Tangram 2022. All rights reserved.