Create Supplier (includes Edit Supplier)

Details Tab

Supplier Name
This is the name of the supplier to be used during Purchasing, Purchase Orders etc.
Supplier Category
The category to be given to this supplier for various reports in the system.
Ignore Supplier for Click/Collects and POS Orders
Set to green if you do not wish to use this supplier for Click & Collect Orders or Point of Sale Orders.
Preferred Supplier
Set to green if this supplier is a preferred supplier and will be used over other suppliers with the same price when ordering.
Supplier Active
Set to green if this supplier is currently active.
Packaging-only Supplier
Set to green if this supplier is purely a packaging supplier, if set then this supplier will be ignored during the main Shopping List, and only used during the Packaging Shopping List.
Allow Direct Orders
Set to green if this supplier sends orders on your behalf.
Purchase Orders must always be approved
Set to green if all Purchase Orders must be approved before they are sent via EDI.
Show on Stores Page on Website
Set to green if this Supplier (or Store if your website is setup with a Store Locator) will appear on the Store Locator page on your website.
Phone Number
Numbers only.
Fax Number
Numbers only.
Contact Name
This is the Contact Name for the Supplier (usually the sales contact), but also the "Owners Name" for the Store Locator facility on your website.
Contact Email
The contact email address for this supplier (also used for the Store Locator)
Base Lead Time (Days)
The lead time for the supplier to deliver orders to you, default is 1 day.
Supplier Notes
Any internal notes for the supplier.
Opening Hours
The opening hours of the supplier. This is also used for the Store Locator and HTML can be used here.

Address Tab

This tab contains various address details, and can also store the Latitude and Longitude values which can be used for internal use, or if your site uses a store finder.

Credit Control Tab

Direct Ship Cost
The cost this supplier charges for direct deliveries, this is used during purchasing in order to decide on the least-expensive-route.
Default Purchase Code
Purchase Code to use for various reports in the system.
Default Currency
Default Currency for this supplier.
Accounts Email/s
Email Addresses for Accounts, use a comma for multiple emails. Accounts Contact
Accounts Contact Name.
Sage Shortname
If you use Sage, the Sage Shortname for exports.
Account Number
Your account number for this supplier, required for EDI.
Credit Limit
Your credit limit with this supplier.
Terms (Days)
Your payment terms with this supplier.
Terms Option
Your payment terms with this supplier.
Bank Account No
Suppliers Bank Account Number.
Bank Sort Code
Suppliers Bank Sort Code.
VAT/GST Number
Suppliers VAT/GST Number.

Purchasing / EDI Tab

Minimum Order Value
The Minimum Order value before the system either automatically purchases, or allows selection during the shopping list.
EDI Ordering Active
Set to Green if EDI Ordering is active.
EDI Invoices Active
Set to Green if this supplier sends Invoices and/or Credits via EDI.
EDI Back Orders Active
Set to Green if this supplier sends Back Order Reports via EDI.
Email Address for Non-EDI Suppliers
For non-EDI/XML suppliers, enter the email address here to send them PDFs.
Supplier Locations
If the supplier has multiple locations and you wish to display those stock levels, enter them here seperated by commas.
Default Web Category for Imported Stock
Default Web Category ID for auto-creation of stock.
Default Product Group for Imported Stock
Default Product Group ID for auto-creation of stock.
Default Supplier Location for Orders
Default Location for Direct Orders.
Supplier Location for Direct Orders
Location to specify during the EDI for Direct Orders.
Default Delivery Type for EDI Orders
Delivery Code/Type to use for EDI Orders.
Auto Purchasing Active?
Set to Green if Auto-Purchasing is active for this supplier.
Days to Purchase on
Full representation of Days separated by commas for Auto-Purchasing.
Hours to Purchase from
Start of the day to purchase from, 24 hour format as hh:mm:ss
Hours to Purchase to
End of the day to purchase until, 24 hour format as hh:mm:ss
Postcode Coverage
Postcode Coverage (for automatic Store Purchasing) separated by commas.

Data Feed Tab

Stock File Last Updated (not shown when creating)
This is the last date/time the stock file was updated from the supplier.
Price File Last Updated (not shown when creating)
This is the last date/time the price file was updated from the supplier.
Exclude Supplier Stock from Stock Calculations
Set to Green if you do not wish to publish this suppliers stock figures to the system and website.
Data Feed Active
Set to Green if the Supplier Data Feed is active.
Auto-Create Stock Records
Set to Green to Auto-Create Stock Records. Use with caution and refer to Support for large suppliers.
Auto-Create Price List Records
Set to Green to Auto-Create Supplier Price Records. Use with caution and refer to Support for large suppliers.
Distributor File
Refer to Support for details.
Use SITC For Feed
Set to Green if you have a system link with Stock In The Channel and wish to use their feed to update stock.

Price List Tab (not shown when creating)

This tab shows all of the price list entries setup for this supplier and the relevant actions for each one.

Returns Tab

Returns Priority
Maximum Days to Return
Returns Email Address
Re-Stocking Fee
Auto-Email Returns on the following Days
Return Company Name
Return Address Details
Return Contact Name
Return Phone No
Return Delivery Method
Email Address for Notification of Shorts
Email Address for Cancellation of Back Orders
Back Order Import Format
Reminder Contact Name
Reminder Email Address

Categories Tab (not shown when creating)

This tab allows you to specify if this supplier is available to certain Customer Categories or not.