See Also : Creditors Main Menu , Age and Pay , Set up , Adding a Invoice , Pay to ledger.
This enables you to add new suppliers and their invoices. The screen will show the supplier's list which will be blank if no suppliers have been entered.
To add a new supplier click the New Supplier button at the bottom of the screen and the supplier customer record will appear. Complete the information as listed:
Company name or Surname
First name:- only use if the Surname has been
entered. You may place Mr in front if you wish.
Contact name for instances when dealing with
companies.
Address - Number & Street Name City/State
and then Post Code.
NOTE if you have only one address use the GREEN address box.
The next boxes are for City and State. Try and
keep your layout for the City and State line the same for all
Suppliers entered. This is because the Post Code
field automatically reads the City/State field. When it finds a
Suppliers previously entered with the same City and State it will
automatically insert the postcode for you. [If it exists in the
Bizz Wizz Suppliers list].
The RED address boxes are for a second address or PO box address.
Please tick the default mail address.
Terms - e.g 7 days or 14 or 30 days etc. for
invoices to be paid.
Age month/day. Month means it waits to the end
of the month before it starts counting the days to be aged. Day
ages from the date the transaction is entered into the computer.
Code - used for later versions when customers
will have certain codes
for searching of particular information.
Phone / Fax/ Mobile phone number.
Supplier ABN - fields for general information
you may want to add in.
Account number box - to insert your account
number with that particular supplier. The Account number will be
added to the remittance when it is printed.
Total - leave this field blank as it will fill
itself in when invoice totals are added to each creditor. This
will give you a total amount of purchases for that creditor. It
can be reset from the aged creditors screen with the Total
button.
Notes: used for general information about the
creditor. However searching routines will not search on the
notes. The enter key and tab will bring you to the next box. You
may also use the down arrow key.
Each box has a fixed length of characters, you will hear a beep
when you have used up the characters. When complete click on the OK
button to exit.
IF you click Exit you will abort the input.
By selecting OK your creditor information will
be saved to the Creditors list.
The information is stored there until you wish to enter more
data.
You may enter the data for the next supplier by clicking the New
button again. If creditor information needs to be changed,
highlight the creditor in the list box and click Change,
this will enable you to edit the information for that creditor.
Creditors may be deleted by highlighting the name in the list box
and clicking the Delete button. If the wrong
creditor was accidentally deleted, the information could be
restored by clicking the Undelete button.
This function will only work for a certain time. Once a new
creditor is added or you move on to another screen, the Undelete
button is deactivated.
Find Button: This brings up another selection of
buttons:
Exit Find.
Find Next Find.
Find
Type in the input box the name or part of name of the company
you wish to find. Then click the Find button and
if it has found the information it will highlight in the list box
above. If you wish to find more click Next find, this will show
you the next input with the same information. If the information
is not available the computer will beep and the Next Find
button will be deactivated. When you have found the record, click
on Exit find, which will remove the find box
from the bottom of the screen.
Print Button When clicking the Print
button it will print you a list of all your suppliers and their
phone numbers and addresses.
Add Invoice Button
This is for adding the creditors invoices. Highlight the
desired creditor first and then click the Add Invoice button.
Resize Button Will use the full screen to list
Suppliers.
See Also : Creditors Main Menu , Age and Pay , Set up , Adding a Invoice , Pay to ledger.