How do I create / edit a supplier?

 

Overview :

 

Suppliers are necessary to frame bills of entry. They are the overseas agent or company that are supplying the goods or exporting the goods to South Africa. Our system allows you to maintain a global list of suppliers and assign them to different importers.

 

Step by step :

 

  1. Click on Clients from the Shipment Register screen.
  2. Select the Client you would like to add a supplier to.
  3. Click on Suppliers.
  4. You will be presented with the following screen :

Supplier Management Console

 

  1. The screen is divided in two. The top shows a list of all the suppliers linked to the importers, the bottom is a list showing all the suppliers available on the system.
  2. To search the bottom list, click on any supplier and press F2, use the quicksearch.
  3. To link a supplier from the bottom list to the top list, click on Add.
  4. To create a new supplier click on New.

 

Tips :

 

  1. Always do a search before you create a new supplier. You will save yourself extra capture work if the supplier exists already.
  2. Click on edit to edit a supplier in the bottom list.