Create Supplier (includes Edit Supplier)

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Revision as of 00:33, 29 January 2021 by Ncroker (talk | contribs) (Initial setup.)
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Details Tab

Supplier Name

Supplier Category

Ignore Supplier for Click/Collects and POS Orders'

Preferred Supplier

Supplier Active

Packaging-only Supplier

Allow Direct Orders

Purchase Orders must always be approved

Show on Stores Page on Website

Phone Number

Fax Number

Contact Name

Contact Email

Base Lead Time (Days)

Supplier Notes

Opening Hours

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
Default Purchase Code
Default Currency
Accounts Email/s
Accounts Contact
Sage Shortname
Account Number
Credit Limit
Terms (Days)
Terms Option
Bank Account No
Bank Sort Code
VAT/GST Number

Purchasing / EDI Tab

Minimum Order Value
EDI Ordering Active
EDI Invoices Active
EDI Back Orders Active
Email Address for Non-EDI Suppliers
Supplier Locations
Default Web Category for Imported Stock
Default Product Group for Imported Stock
Default Supplier Location for Orders
Supplier Location for Direct Orders
Default Delivery Type for EDI Orders
Auto Purchasing Active?
Days to Purchase on
Hours to Purchase from
Hours to Purchase to
Postcode Coverage

Data Feed Tab

Stock File Last Updated (not shown when creating)
Price File Last Updated (not shown when creating)
Exclude Supplier Stock from Stock Calculations
Data Feed Active
Auto-Create Stock Records
Auto-Create Price List Records
Distributor File
Use SITC For Feed

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.