Supplier

A Supplier refers to an external entity—either a materials vendor or a subcontractor—with which the company engages in commercial transactions.

Master Data > Suppliers

Visual Walkthrough

To set up a new Supplier you are going to use dynamic search bar by typing "Company Types"

To add a new Supplier, click the “+” (New Record) button to open the editing screen where you can enter the necessary details.

The Supplier setup interface includes multiple configurable fields that support comprehensive data entry and classification. Key configuration options include:

• Address Data: Capture detailed contact and location information for accurate logistical coordination.

• Parameters: Define essential operational settings such as:

  • Currency Codes: Specify the currencies applicable to transactions with the supplier.

  • Payment Methods: Choose from supported modes of payment for financial settlements.

  • Discount Percentages: Set predefined discount terms based on agreements or procurement volumes.

  • Additional customizable parameters as required.

Video Walkthrough