How to create a Supplier
STEP 1 - Details
Supplier Name - Please enter the new supplier name that will be used during the purchasing in this section.
Supplier Category - The category to be given to this supplier for various reports in the system from the drop down menu.
Ignore Supplier For Click/Collect POS Orders - Slide the slider to Green if the you do not wish the supplier to use the click and collect option.
Preferred Supplier - Slide the slider to Green If the supplier will be a preferred supplier and will be used over other suppliers with the same price when ordering.
Supplier Active - Slide the slider to Green if the supplier is currently active.
Packaging-only Supplier - Slide the slider to Green if the supplier is purely a packaging supplier.
Allow Direct Orders - Slide the slider to Green if you want the supplier to have direct orders or if the supplier does want direct orders if they do not want this option then slide the slider to Red
Purchase Orders must always be approved - If you need to approve all purchase orders then make sure the slider is set to Green
Phone Number - Please enter the new supplier telephone number here.
Fax number - Enter the supplier fax number here if they have one and would prefer a fax copy.
Contact Name - Please enter the suppliers contact name and enter it here.
Contact Email Address - Please enter there email address here.
Base Lead Time (Days) - The lead time for the supplier to deliver your goods is normally set as default to 1 day
Supplier Notes - Enter here any internal notes for the supplier
Opening hours - This is the opening hours of the supplier.
Stores Messages - This is a message that will appear on the store locator page of the website.
STEP 2 - Address
Address Line 1 & 2 - Please enter the suppliers address here.
Town/City - Enter the Town/City of the supplier.
Postal Codes - Please enter the postcode of the supplier here.
Country - Please enter the country the supplier is from. <br /
STEP 3 - Credit Control
Direct Ship Cost - This is the cost that the supplier will charge for direct deliveries, this will be used during the purchasing.
Default Purchase Code - This will be used to do various reports within the Spitfire systems.
Default Currency - This will be set at your own currency to where you are.
Accounts Email/s - Enter the supplier email address here, if they have multiple emails make sure you use commas to separate them.
Accounts Contact - Enter the contact name here.
Account Number - This is the account number for the supplier, required for EDI.
Credit Limit - This is the agreed credit limit between you and the supplier
Terms (Days) - This is the agreed payment terms between you and the supplier.
Terms Option - Use the drop down menu and select the correct option that was agreed between yourself and the supplier.
Bank Account Number - This the suppliers bank account number.
Bank Sort Code - This is the suppliers sort code.
VAT/GST Number - This is the suppliers VAT/GST Number
Step 4 Purchasing/EDI
Minimum Order Value (£)
This is the minimum Order value before the system either automatically purchases, or allows selection during the shopping list.
EDI Ordering Active - Slide the slider
