The General tab holds contact information for the supplier.
Click: Suppliers List (main toolbar) > click a supplier name > click the General tab.
To Add Details
1. Click Edit and then type the details.
2. Click Update to save changes.
To Edit Existing Details
1. Click Edit
2. Tick the box Overwrite Supplier Details
3. Make changes to the address, phone etc
4. Click Update to save changes.
Schedule Setting
Tick the box if you do not wish to show deliveries from this supplier on the schedule diary. E.g. if you are ordering products in for yourself and you do not need to see the entries on the schedule.
Alternative Email
Enter an e-mail address here to send purchase orders to an alternative address, rather than use the default provided.
You can enter 2 addresses separated by ; but up to a maximum 51 characters long (combined).
Order Method
Select your preference for how to send purchase orders to this supplier - either Print, Email or EDI. These 3 options change how orders are sent:
Email: If using e-mail ensure the address is entered on the Supplier record.
EDI: Some suppliers support electronic ordering via EQ which sends straight to the supplier's own ordering system. Only tick EDI when you have been informed this is the case. The purchase order routine will be the same for your process but the resulting order will be sent according to the supplier's platform.
Tick the box Attach EQ item list is only used when you are sending an order from your EQ system to the supplier/manufacturer's EQ system. This saves any double-entering of orders between EQ systems. You need to have arranged this with your manufacturer so they know how to receive your orders first. When you tick this box in the Supplier screen, there is a corresponding box on the purchase order screen that will be ticked, for every order (and can be un-ticked one at a time).
Purchase Order Prices
Lets you select per supplier, how prices are shown on the printed and emailed purchase orders.
Default Settings - Will default to the option set in System Config > Purchase Order Configuration to either show or hide prices.
Include Prices - All products on a purchase order will be priced.
Exclude Prices - No products on a purchase order will be displayed with a price.