Supplier Overview

Header Buttons

Folder – see UI > Popup > Header Buttons > Folder
Save – see UI > Popup > Header Buttons > Save
Save & Create New – see UI > Popup > Header Buttons > Save & Create New
Toggle Edit – see UI > Popup > Header Buttons > Toggle Edit
Close – see UI > Popup > Header Buttons > Close

Fields

Header

Supplier Number – Generated unique identifier based on Entity Type (2 characters), Name (2), Address (3) and City (2) followed by 3 digits. E.G. SUNAADDCIXXX
Supplier Name – Identifiable name of entity
Active – This is used to deactivate / “Delete” an entity that is no longer used
Phone Number – The primary phone number
Cell Number – The primary cell phone number
Email – The primary email for the entity, may be used to connect to an ecommerce account

Details

Address – see Data > Shared > Fields

Inventory Info

List of Supplier total value in each warehouse

Purchase Info

Payment Preference –
Purchase Activity – Purchases from supplier year to date and last year.

Website

URL –
Customer Number –
User Name –
Password –
Email Used –
Documents Link –

Finance

Currency – The currency that the customer deals in
Credit Limit – The limit of credit the customer can use before being restricted
Tax Registrant – Whether or not the customer is registered with the local state for tax purposes
Payment Terms – The terms which apply
Tax Registration #
Is Lending Supplier
Allows Payout
Lending GL Account
Payout GL Account
Payout Name