Set up your suppliers so purchasing posts correctly

For the whole-system operator — you run the books. Level 3 — configure and own.

By the end you can save the Supplier applet’s settings so e-mail addresses are kept, know the moment a new supplier becomes active, choose the AR/AP type and any per-company override that send each supplier’s invoices to the right payable account, map the codes each company needs and check the first invoice’s journal, say which supplier details an invoice copies and which it reads at posting, keep the payment calendar that no purchase invoice keeps for you, give Stock Replenishment the prices it chooses by, predict a purchase return’s starting price, and load or retire suppliers without losing data.

Before this series: Customers, suppliers and staff are one record

Presentations

1. Before the first purchase: a supplier your books can post to — about 8 minutes, narrated
2. What a supplier record controls, and what it only records — about 8 minutes, narrated

Modules this series draws on

• Core Module
• Purchasing Module

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

• Financial Report
• Purchase Invoice (Internal)
• Stock Replenishment Applet
• Chart of Account
• Supplier
• Purchase Return (Internal)
• Credit Limits and Payment Terms
• Purchase Invoice Processing

All presentations · Presentations for the whole-system operator