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TASBooks - Supplier records and groups

Created on  | Last modified on 

Summary

The supplier records hold specific information about each supplier such as their address, telephone number, contact name and sub contractor details. You can add and edit information in the record at any time. You can also divide your suppliers into groups, using any criteria which suits your business, such as location or type of business. To do this follow the guidance below:

Resolution

Create a new supplier record
  1. Click Purchases, then click Suppliers, then click Maintain Suppliers.
  2. Enter a Supplier Code and Name.
  3. Enter the details for the record.
  4. Click Save, then click Yes.

 

Edit a supplier record
  1. Click Purchases, then click Suppliers, then click Maintain Suppliers.
  2. Click Supplier Code, then select the relevant customer.
  3. Make the required changes to the required fields.
  4. Click Save, then click Yes.

 

Create a supplier group
  1. Click Purchases, then click Suppliers, then click Maintain Suppliers Groups.
  2. Enter a code and description for the new group.
  3. Click Save, then click Yes.

 

Add suppliers to a group
  1. Click Purchases, then click Suppliers, then click Maintain Suppliers.
  2. Click Supplier Code, then select the relevant customer.
  3. Click Miscellaneous, then click Group.
  4. Click the required group, then click Select.
  5. Click Save, then click Yes.

 

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