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 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 supplier's contact name and enter it here.
Contact Email Address - Please enter their 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 - These are 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 - Please enter the supplier's address here.
Address Line 2 - Please enter the supplier's 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.

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) - These are 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 is the supplier's bank account number.
Bank Sort Code - This is the supplier's sort code.
VAT/GST Number - This is the supplier's 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 to Green if the EDI is active on the account.
EDI Invoices Active - Slide the slider to Green if the supplier sends the invoices or credit notes.
EDI Back Orders Active - Slide the slider to Green if the supplier sends back the order reports via EDI.
Email Address for Non-EDI Suppliers - This is 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 separated by commas.
Default Web Category for Imported Stock - This is a default Web Category ID for auto-creation of stock.
Default Product Group for Imported Stock - This is a default Product Group ID for auto-creation of stock.
Default Supplier Location for Orders - This is a default Location for Direct Orders.
Supplier Location for Direct Orders - This is the location to specify during the EDI and the direct orders.
Default Delivery Type for EDI Orders - This is the delivery Code/Type to use for EDI Orders.<br /. Auto Purchasing Active - Slide the slider to Green if auto purchasing is active.
Days to Purchase on - Full representation of Days separated by commas for Auto-Purchasing.
Hours to Purchase from - This is from the start of the day to purchase from 24 hours 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. This will store automatically.

Step 5 - Data Feed

Exclude Supplier Stock From Stock Calculations - Slide the slider to Green if you do not wish to publish this suppliers stock figures to the system and website.
Data Feed Active - Slide the slider to Green if the Supplier Data Feed is active.
Auto-Create Stock Records - Slide the slider to Green to Auto-Create Stock Records. Use with caution and refer to Support for large suppliers.
Auto-Create Price List Records - Slide the slider to Green to Auto-Create Supplier Price Records. Use with caution and refer to Support for large suppliers.
Use SITC For Feed - Slide the slider to Green if you have a system link with Stock In The Channel and wish to use their feed to update stock.