Suppliers

The Suppliers will be listed on the page, where each row represents one supplier and details. Blocked suppliers are listed in the blocked section.Search box available on the page allows the user to search for suppliers by entering keywords.Right-click actions provided on each supplier are

  • Edit
  • Delete
  • View
How to create new Supplier ?

Shortcut - User can create a new Supplier by using on the following shortcuts


Click on the New button and submit basic details in the form displayed. The form has four separate sections.

General
Supplier Name *

This field identifies the Supplier and hence cannot be left empty.Usually Company name is given as Supplier Name.

Supplier Name In Local Language *

TThis field will be used invoice print Bilingual versions.

Notifying person *

This field specifies name of the person who represent the Company.

Posting Date *

This field specifies the date of Supplier creation.

Cr Expiry Date *

This field specifies the Company registration expiry date and it will depend on Company.System sends e-mail notification to supplier before 7 days of CR expiry date.

Contract Expiry Date *

This field specifies the contract expiry date between company and supplier.System sends e-mail notification to supplier before 7 days of Contract expiry date.

Users can upload the documents by clicking 'Browse' button.

Contact

Below fields will be used invoice print English & Bilingual versions

Address 1 *
Address 1 In Local Language *
City *
City In Local Language *
Country *

This option will be a drop-down with a search bar so that it is easy to select the country.

Communication
Email (Primary Email) *

First email will be considered as primary email

This field should be unique.

There is an option to select a operation from the dropdown.

In order to add additional fields, the privileged user can access the button and provide the details required.

Bank

Add required bank details in this section.

In order to add additional fields, the privileged user can access the button and provide the details required.

Filling fields marked with an asterisk sign '*' is mandatory...!

Supplier Details

Here the user can view the financial details of suppliers and suppliers can be searched by using their Name, Date and Currency. Balance Amount and Due Amount of selected supplier will be displayed on the page. Search box available on the page allows the user to search for suppliers by entering keywords.

  • Statement
  • Advance
  • Ledger
  • Credit / Debit

The above options help user will be able to view all the transactions details made by the supplier, pending payments and total account balance of the supplier.

You can also send e-mail,download PDF and print supplier details(SOA,Ledger,OS Invoice)

Mail

User can e-mail statement,ledger and outstanding Invoice by clicking Mail button and choosing the required report.

PDF

User can download statement,ledger and outstanding Invoice by clicking PDF button and choosing the required report.

Print

User can print statement,ledger and outstanding Invoice by clicking Print button and choosing the required report.

TThe above options are enabled only for the suppliers with atleast one approved financial transaction.

Supplier Aging Report

The selected suppliers will be listed in the page based on the Report type choosed, where each row represents one supplier and displays sum of all payments. Suppliers can be selected by using their Supplier id from the drop down menu and report date is also choosen.Two categories of report types are:

Automated Email

Super-admin gets summary of supplier aging report through mail on first of every month.

Overall

All the financial entries of selected suppliers are displayed by choosing overall option.

Individual

Supplier wise financial entries are displayed by choosing individual option.

Mail ,PDF ,Print options are also available in this section

Mail

User can e-mail Statement of Account by clicking Mail button.

PDF

User can download Statement of Account by clicking PDF button.

Print

User can print the entire Supplier Aging Report by clicking Print button.

Filling fields marked with an asterisk sign ' * ' is mandatory...!

Supplier Summary & Graph

In this section, the user will be able to view the complete summary of the selected supplier and the section will have graphical analytics reports of the supplier. It includes the overall details of Invoices ,Jobs & Margin.

Invoices

Preliminary Invoice and Supplier Invoices along with its count and invoice amount are displayed.Moreover they are separated by approved and unapproved invoices. Count of delivered,undelivered and unbilled invoices are also displayed.

Jobs

Count of completed,pending and cancelled jobs are displayed.

Margin

Revenue,Cost,Income and Percentage of approved invoices are displayed under margin section.

Customers

Name,Count and invoice amount of customers associated with jobs of selected Supplier are displayed in this section.

Graph

Credit,Debit & Balance of selected Supplier Account are displayed.