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Prerequisites
  • Company and currency settings are configured under Accounts > Company

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1.0 Create or Open a Supplier Profile

  1. Navigate to Buying > Supplier > Supplier List.
  2. Click New to add a supplier, or click an existing supplier’s name to open.

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1.1 Maintain Basic & Contact Information

  1. In Basic Info, enter or update:
    • Supplier Name, Supplier Group
    • Primary Contact, Phone, Email
    • Address (street, city, postal code, country)
  2. Click Save to persist changes.

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1.2 Configure Tax & Payment Settings

  1. Scroll to Payment Settings:
    • Payment Terms Template (e.g., Net 30)
    • Default Payable Account (e.g., “Accounts Payable – CGIC”)
  2. In Tax Settings, choose:
    • Tax Withholding Category (if applicable)
    • Default Taxes & Charges Template for purchase VAT/GST
  3. Click Save.

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1.3 Add Bank Account Details

  1. In Bank Details, click Add Row.
  2. Fill in:
    • Bank Name
    • Account Number
    • Account Holder Name
    • Branch (optional)
    • Currency
  3. Click Save. Repeat to add multiple accounts as needed.

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1.4 Update or Deactivate Supplier

  1. To update, click Actions > Edit, make changes, then Save.
  2. To retire a supplier, check Disabled on the form and click Save—this preserves history but prevents new transactions.