Creating a New Supplier Account: Step-by-Step Guide Click here to refer video
To create a new Supplier account in our system, please follow these steps:
1. Navigate to the Account Section: Click on the 'Account' tab to access the account management section.
2. Initiate the Creation Process: Select 'New' to initiate the process of adding a new account.
3. Enter Necessary Details: Fill in all the required details for the new Supplier account. Be sure to provide accurate and complete information.
4. Supplier Designation: A crucial step in creating a Supplier account is to check the 'Supplier?' checkbox during the account creation process. This designation is essential for distinguishing Suppliers from Customers.
5. Save Your Changes: After verifying that all the information is correct and you have designated the account as a Supplier by checking the 'Supplier?' checkbox, click 'Save' to create the new Supplier account.
Key Fields in Supplier Accounts
Understanding the significance of certain fields in Supplier accounts is essential for effective management:
1. Account Name: This field is mandatory when creating a Supplier account. It is used in Purchase and Sales Orders to identify the Supplier. Orders are placed based on the Supplier's account name.
2. Supplier: This field is also mandatory for Supplier accounts. Ensure that you check the "Supplier?" checkbox when creating a new account. When this checkbox is checked, it designates the account as a Supplier; otherwise, it functions as a Customer account.
By following these steps and paying attention to the key fields, you can efficiently create and manage Supplier accounts in our system. If you have any questions or encounter any issues, please don't hesitate to reach out to our customer support team for assistance.