Summary
Maintains Supplier Details
Details
The Left screen hold a grid of all suppliers. To the right, an Index tab displays 7 tabs:
Both Accounts and Orders addresses and details are displayed.
Up and down arrows (
and 
) buttons let you copy from Orders to or from Accounts addresses
GST can be turned on/off for each job
EFT. If ticked and Bank fields are entered, electronic funds transfer payments can be made. If an EFT reference is entered, it will over-ride system generated values. The type of Remittance can also be specified (Printout, Email or SMS)
Prevent Posting. If ticked, you cannot post or edit any transactions to this supplier
Email Orders. If ticked, and if an Email address is entered, orders can be Emailed in the selected Email Format. This format is alsoused when printing orders from RTF format layouts and where save as "Supplier's Order Email format" has been selected. Available formats:
DBW Partner
Adobe Acrobat (.pdf)
Word Processing (.rtf)
HTML (.htm)
CSV
A.B.N. and taxfile No
Voluntary deductions and % to be deducted.If selected, a nominated percentage is deducted from all payments. This is offset by postings to the accounts specified in the VDN row of Pay Deductions. Accessed by the EDIT button
Either General Notes or User Notesare held on each Supplier
A grid shows all orders placed on the current supplier and whether each is completed.
The completed field determines whether or not an order appears in the Outstanding Orders reports in Suppliers Reports
This field can be manually controlled here, or is automatically set:
| • | When an invoice from the supplier is posted, and the Order Number and Load fields match and the order has been logged |
| • | When an Invoice is created from the Request for Invoice module |
| • | Invoices are added to the Invoice batch from the Order Viewing screen |
| • | In Job Control Main Screen / Orders Menu /OK to Pay |
Limits can be set on each supplier for Number of incomplete orders by either number or value, or both. Once a supplier reaches these limits, they will not be automatically selected by Quick-Pick order selection routine.
The Details drop-down sets the detail level to appear on their orders if Use Supplier Defaults option is selected
Finally, a supplier can be set to an Area, and if area based supplier selection is used, suppliers will only be prompted if the Job postcode falls within their areas.
Holds insurance details
A bar above the grid lets you select an insurance type, then select all suppliers whose insureance policy either does not exist (not shown in blue) or expires within a set date range. The different types of insurance can also be set here.
A purchase order checkbox can be set against up to one insurance type per supplier. If you process a purchase order to that supplier, and their nominated insurance policy has expired, or will expire in the next 30 days, then a warning report will be produced.
Custom Reports can be designed using the RTF Layout Editor, and then run on any selected supplierss. This is very useful for mail merge type reports
Toolbar
File Menu
| Export to XML File |
Import CSV file Imports supplier data from CSV file. For example MS Outlook export
Load Default Note Loads a text file into the current Notes area. Use this when you want notes on all Contacts to a common "boilerplate" appearance
CTRL+L
Save Notes Saves the current Contacts Note as a file. This file can then be used as a "boilerplate"
CTRL+S
Refresh Refreshes databases. Do this to make sure changes by other users are visible
CTRL+F
Edit Menu
Select Supplier by Code
Select Supplier by SORT
Pay Deductions
Withholding Tax Menu
Select Invalid ABNs Tests all ABNs and selects all with missing or invalid Numbers
Add WHT Adds Withholding tax to selected suppliers
Remove WHT Removes Withholding tax from selected suppliers
Insert Menu
Add Date,Time Opens the Notes tab and adds a User, Date and Time entry. Useful for using notes as a diary entry
Add Time to Notes Opens the Notes tab and adds a User and Time entry. Useful for using notes as a diary entry
New Supplier Equivalent to NEW button
Reports Menu
Standard Reports Equivalent to pressing Reports button
Account Labels Prints Account address labels for selected suppliers
Order Labels Prints Order address labels for selected suppliers
Creates a new Supplier
Select or deselect ALL Suppliers
Deletes the current or Selected Supplier(s)
Load 
Load 
Closes the routine