Editing Supplier Payment Details
| IMPORTANT: A Credit Limit and Payment Terms can only be set once a credit application has been approved and credit limit/terms are given by a Supplier. |
- Click on the Purchases menu.
- Select Suppliers.
- Click on the Suppliers tab.
- Enter the Company name.
- Click on the Company.
- Click the pencil on the Supplier tab.
Edit Supplier Modal
- Complete all required/desired fields.
- Select Terms CO-Payment with order. The Purchasing Supervisor will add terms if agreed.
- Leave the Credit limit blank. The Purchasing Supervisor will add a credit limit if one has been agreed.
- Select the correct Currency.
- Add an Account number if the Supplier has issued a Supplier Account Number. In most cases this would be left blank.
- Leave the Locations box as the default -.
- Leave the Archived box as un-ticked.
| IMPORTANT: Ensure the Currency is correct, a Supplier can only be set with one Currency. |
- Click Submit.