Supplier Setup
To create or update suppliers:
Steps:
Navigate to Administration.
Click on Lookups.
Select Suppliers.
A summary of existing suppliers will be displayed.
Click Add A New Item (top right corner) to open a blank supplier template.
Required Fields:
Code
Name
Live Flag
Optional but Recommended:
Address and Contact Details – These will appear on purchase orders.
Internal Flag – Use this to mark suppliers as internal (i.e., part of your company).
Synching Suppliers from Access Financials
As of Weighsoft version 5.531, suppliers can be pulled through from Access Financials as part of an account sync.
Enabling the option
In order to activate this sync you can follow the below steps:
Go to Administration>Lookups>Companies
View the company in question
Enable the Use Supplier option
How does it work?
When the above setting is enabled, any suppliers set in Access Financials will be sync'd to Weighsoft.
If the supplier code already exists in Weighsoft then the details of that supplier will be updated to match those in Financials.
If the supplier code does not already exist in Weighsoft then a new supplier will be created with that code containing all the details in Financials
Financials | Weighsoft |
LedgerCode | Supplier Code |
Name | Supplier Name |
IsHaulier | Haulier (via the "Haulier" tab) |
OnStop | Live |
Address | **The details in Financials will populate lines 1, 2 and 3 on the Supplier |
Town | Town |
County | County |
Postcode | Postcode |
Tax | VatCode |
Tax Registration Number | VatRegNo |
Contact Details | ** The contact details on the supplier in Financials will be applied to a "Primary" contact against the haulier in Weighsoft |
Title | Contact Title |
First Name | First Name |
Surname | Surname |
Job Title | **This field is not pulled through to Weighsoft |
Fax | Fax |
Mobile | Mobile Tel |
Telephone | Office Tel |
Setting a Supplier for Haulage for RMC and Materials
If a supplier is completing haulage work (RMC and Materials), they need to be designated as a haulier. Click on the Haulier tab at the top and checking the haulier box; this enables the additional haulier settings.
Although the only requirement for a supplier to work as a haulier is enabling the Haulier check box, setting the Waste Carrier ID and WCID Expiry allows the Waste Carrier license to be drawn down to weighbridge tickets automatically and flag if the license has expired when they come over.
Creating Contacts
Under the Contacts Tab, any contacts associated with a supplier will be displayed and new contacts can be added with the Add Contact button
The only notable difference between customer contact and a supplier contact is that rather than assigning a contact to an address/account is that it is assigned to a supplier.