Add Supplier

Easily add and configure supplier records in the CGIC App so you can start ordering, tracking purchase transactions, and managing payables.

Overview
Allows you to create new supplier profiles—including contact details, tax settings, payment terms, and default purchase preferences—so you can link them to Purchase Orders, Receipts, and Invoices.

Prerequisites

• Basic company settings (Company name, address, currency) are configured under Accounts > Company

Steps to Add a New Supplier

1.0 Open the Supplier List

1. From the home page, navigate to Buying > Supplier > Supplier List.
2. Click New in the upper-right corner.

2.0 Enter Supplier Details

Fill in the following fields on the Supplier form:

Supplier Name	Full legal name of the vendor
Supplier Type	(Optional) e.g., Manufacturer, Distributor
Supplier Group	(Optional) e.g., Raw Materials, Packaging
Primary Contact	Name of your key contact
Phone	Main contact number
Email	Billing or ordering email address
Address	Street address, city, state, postal code, country
Currency	Default transaction currency (e.g., USD, NGN)

Use the Supplier Group to categorize vendors for reporting and filters.

3.0 Configure Payment & Tax Settings

1. Scroll to Payment Settings:
   • Payment Terms: Choose a template (e.g., Net 30)
   • Default Payable Account: e.g., “Accounts Payable – CGIC”
2. Scroll to Tax Settings:
   • Tax Withholding Category (if applicable)
   • Default Taxes and Charges Template (for purchase VAT/GST)

4.0 Add Banking & Additional Details

1. In Bank Details, click Add Row to enter:
   • Bank Name, Account Number, Account Holder Name, Branch
2. (Optional) Under Other Details, fill in:
   • Website, Supplier Code, Remarks

5.0 Save the Supplier

• Click Save in the top-right corner.
• The new supplier is now available when creating Purchase Orders, Receipts, and Invoices.