Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of SaleBusiness Name , DiaryWagesDocument Manager , Unlock , Backup

See Also :  Creditors , List all Suppliers , Add New Suppliers , List Bills , Add and Pay Bills

NOTE: By moving the mouse over the buttons, the help box at the bottom of that screen will give you a brief description of the function of that button.

Please note that the picture below is the same format for:

  1. Start New Supplier Account

  2. Change Supplier

 If you are on the [Change Record] page, you can edit the changes required for that Supplier and then click on the [Ok & Save] button. If required, you can utilise the Documents, Email and/or Print options after making any changes.

If you are on the [Start New Supplier Account] page, you need to enter the details required for each description field that are relevant for the New Supplier ONLY.

Deactivated - will hide this account in all the list list screens.

Enter the name of the Supplier .
When you tick the [Pay Account Link] field, then when you are in [Age and Pay Creditors], all of this Suppliers Invoices will automatically be shown on the linked account

There is two address fields, you do not need to utilise both address fields but the first must be used. There is also the option to set the [First address] or the [Second address] as the Mailing address. You Must Tick on the address that you want all corresponding mail sent to.
The two arrows button in red, next to the first address options allows you to swap between the first address and second address option.

Enter the rest of the detail on this Supplier, down to the ABN or Tax number

Terms in days is set at a default of 7 days. You can change this to what is suitable for your business.

The next area reads Age from (M)onth end or (D)ate of Invoice. If you enter D for Date, then any Account Payable for that Supplier will automatically age after 7 days.  If you enter M for Month, then any Account Payable for that Supplier will automatically age 7 days into the next month. There are two blank fields that you can use as a code or spare field, that are located under the [Terms in Days] field.

The [Account No.] field is where you enter your account number that the Supplier has allocated to your business.

If there is no [Last Order Date] just click on the [Now] button to insert the current date automatically.

[Tag As]
Standard Creditor = a parts and or labour supplier
An Employee = You pay a wage to.
Reportable contractor = tag if the tax office needs a total of all amounts paid to the contractor. 
Tax Except = tick if any of the above creditors are tax except.

Add to ABA File for bulk Payment  The add to ABA file allows you to preset this creditor to be  paid by BSB through an ABA file normally. 

Account name -  this is the account name to receive this payment along with the BSB and account number

The [Balance] field will remain blank until the New Supplier Account is activated. When you go into [Change Supplier] the purchase balance will automatically be entered into this field.

Down the bottom left of the Supplier account page, there is a field called [Memo on Supplier]. You can enter any memo note applicable. If you tag on [Check to show Memo when supplier is selected for new transactions] then the Memo will show when entering new bills. There is a box at the top right of the page for [Supplier Notes]. You can enter any notes applicable to that Supplier.

If you click on the [Resize] button at the top of the Supplier Notes, the box will enlarge. It will include the [Memo on Supplier] notes. You can press [ESC] to exit the Note box or just click on any other section of that page, eg [Ok Save] if you are ready to exit the Supplier account page. 
If you tag the [Check if Documents are Attached to Supplier], then the Documents box will be Blue in colour if there are documents for that Supplier.

Click on the [Documents] button to open the Documents Manager page.

Click here to open the page to send an Email to the selected Supplier.

Print- A Print Menu pop up box will open to print suppliers details.

The [OK & Save] button allows you to save the information you have just entered into the New Record. If you do not [Ok & Save] then any information you have entered or edited will not be saved.

See Also : List all Suppliers , Add New Suppliers , List Bills , Add and Pay Bills