Add a supplier

Please note that this process is also covered by the Easy Steps component.

Overview

There are 3 ways to add a new supplier in Business Accountz:

  1. Via the Supplier column in a transaction table
  2. Via the Supplier Records component
  3. Via the Supplier Table component

Add a new supplier to a transaction table

It is possible to add a supplier to any transaction table which contains the ‘Supplier’ column.

First, click in the ‘Supplier’ field of any transaction.

Accounting Software screenshot add a new supplier to a transaction table

Accounting Software screenshot add a new supplier to a transaction table

Next, click ‘New’ from the drop down list which appears.

Accounting Software screenshot add a new supplier to a transaction table new

Accounting Software screenshot add a new supplier to a transaction table new

Enter the supplier’s name in the ‘Add New Supplier’ field, and click ‘Done’ to finish.

Accounting Software screenshot add a new supplier to a transaction table name field

Accounting Software screenshot add a new supplier to a transaction table name field

The supplier’s name is associated with this transaction, and added to the Supplier Records and Supplier Table component

Accounting Software screenshot add a new supplier to a transaction table added

Accounting Software screenshot add a new supplier to a transaction table added

Add a supplier to the Supplier Records component

Accounting Software screenshot add supplier new

Accounting Software screenshot add supplier new

Accounting Software button_create_new_supplier To create a new supplier within the Supplier Records window, click the ‘Create a New Supplier’ button at the top of the panel.

This will clear the supplier name/address fields and place the cursor in the ‘Name’ field, ready for you to start typing. Enter information as required into the following fields:

  • Name - The Supplier’s Name
  • Address - The Supplier’s Address
  • Postcode - The Supplier’s Postcode
  • Country - The Supplier’s Country of address
  • Notes - Any further notes you may wish to add about the supplier
  • Reference - Use this for any further reference details about the supplier
  • VAT Number - The Supplier’s VAT Number
  • Account From - An account entered here will automatically be entered in any transaction/quotation for this supplier within this component
  • Account To - An account entered here will automatically be entered in any transaction/quotation for this supplier within this component

Please note that the new supplier details are automatically saved.

Add a supplier in the Supplier Table component

Accounting Software screenshot supplier table add new supplier

Accounting Software screenshot supplier table add new supplier

Accounting Software button add Click the ‘Add a New Supplier’ button in the toolbar at the top of the Supplier Table window.

This will add a new line to the table. Enter your supplier’s details as required.

Please note: the new supplier data is automatically saved.