When you create/set up a Supplier make sure you set the correct Currency. The default will be the base currency of your General Ledger. See ‘Currencies'
Customization: additional fields and functions
If you don’t have all of the fields (or the functionality) you need on the Supplier Master, you can add Custom Fields to store and use additional data. Data from Custom Fields on the Supplier Master can be inherited by child Documents (e.g. Purchase Orders) See 'Customization'.
Contacts, Billing and Shipping Addresses
If you have only one Main Contact, it's the default Contact, and Billing address. You can add additional Contacts, and Billing addresses from the Action dropdown on the Supplier Master.
Alternatively you can import Contacts (including Shipping addresses) using the Import Contacts sheet which you'll find under Import Data in Setup.
You can view your Contacts, and Shipping addresses on the Contacts tab.
You can findyour Contacts, and Shipping addresses using the Find Actions.
The creditor balance derived from Accounts Payable.
Manually set the value of the agreed credit limit.
Stores preset information inherited by transactions:
Default Trading Information (Tax code and ID, Site, Terms, Price List, Shipping, Check info)
If you're using Checks to pay Suppliers, make sure you add 'Name used on Checks'.
List find and review all transactions.
Send and receive emails from Outlook, Google and other mail systems. Email is automatically filtered at the Supplier contact level, so you only see and can send emails related to the Customer and its contacts. See ‘Email’.
On 'Configure' on the Supplier Master there is an 'Email Options' setting. Here you can specify:
Email address to use for Purchase Orders
Email address to use for Bills
Notes are free text areas. Notes are saved with the author (owner) and time/date stamp.
Track events and tasks.
Search and review Memos. See ‘Memos’.
Attachments and Links
Look for the Paperclip Icon on the header
Attach or link files and Documents. See 'Attachments and Linking'.
Manage 1099 Categories
Set the thresholds for each category. Go to, Supplier>Configure>Manage 1099 Categories.
The Threshold relates to the amount paid to a Supplier; if the amount is greater than the specified Threshold the associated Supplier will be included in the 1099 Tax Report.