Creating Supplier Accounts
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IMPORTANT: Always check that the Supplier Account does not exist before opening a new Supplier Account, follow the process, Check if a Supplier Exists on Unity One off orders payable by bank transfer could be placed on the CASHSALE account - choose the correct account - CASH SALES ACCOUNT, CASH SALE EURO, CASH SALE DOLLAR - send payment details to Lanie Marshall. |
- Click on the Purchases menu.
- Select Suppliers.
- Click on the Suppliers tab.
- Click the blue Add Supplier button.
Add New Company/contact Modal
- Complete all required/desired fields.
- Company code is to be left blank.
- Click Submit.
Edit Supplier Modal
- Complete all required/desired fields.
- Select the Terms from the drop- down list.
- Leave the Credit Limit field blank for non-credit applications OR obtain & complete a credit application form from the Supplier for a credit account, You will be informed if a credit limit is approved and can then enter a credit limit & terms.
- Select the Currency to use from the drop-down list. This is a required field.
| IMPORTANT: Make sure the correct currency is picked. If not, you will have to create a new Supplier as you cannot change the currency once you have created a purchase order. Separate Supplier Accounts require setting up for each currency type. |
- Enter the Account number if a Supplier has specified one, otherwise leave blank.
- Do not enter anything in the Locations box.
- Archived is to be unticked.
- Click Submit.
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IMPORTANT: When opening a new Supplier Account (not one off cash sale/credit card orders) send a CSR/Sustainability Self-Assessment Questionnaire to be completed and returned to Melissa Hogarth. Supplier Sustainability Self-Assessment Questionnaire.docx (sharepoint.com) |
