Supplier

Suppliers are the companies you buy from. They're used in purchase orders, inbounds, returns and payments, and on each product's Supplier tab, where each product's suppliers and their purchase prices are kept. Saving a supplier doesn't change stock or money.

Menu: Data › Supplier

The supplier list

Search by the express filters (for example Name) and click SEARCH. The toolbar has ⊕ Add New Supplier, Filters, Refresh, Column Settings, Sort By and Export List (see Working with lists). The list can show every detail of the supplier as a column, including Term and Status. Click a supplier to open it.

How to add a supplier

Required permission

Data › Supplier › Create

1. Open Data › Supplier and click ⊕.

2. On the Basic Information tab, fill in:

   Field	What to enter
   Code	A short code.
   Full Name	The supplier's name (required).
   Chinese Name	The Chinese name, if any.
   Contact / Address	Contact details.
   Term	Default payment term in days. It's copied into new purchase transactions and sets their due date, which the payment due warning uses.
   Status	Tick Active to use the supplier in transactions.
   Order Lead Time	Days it usually takes this supplier to deliver. A new purchase order for this supplier gets Deliver Until = today + this number of days.

3. On the Advance Information tab, add further details such as Owner's Name, Landline, Mobile No., E-mail Address, Company Website, Contact Person, Bank Account Name and Memo.

4. Click Save.

Use 📎 to attach files such as contracts or price lists.

Example. Metro Foods delivers within 7 days and gives 30 days' credit: Full Name Metro Foods Inc., Term 30, Order Lead Time 7. A purchase order created on 1 June gets Deliver Until 8 June, and the purchase inbound received on 5 June is due on 5 July.

How to delete a supplier

Required permission

Data › Supplier › Delete

Click 🗑 on the supplier's row and confirm. If products use the supplier, the Product Supplier window opens (Choose to update product info.): click the supplier that should replace it on those products. CIRMS moves the products to that supplier and then deletes the old one.

Settings that affect this module

Your administrator can change these in Settings (see About settings). Click a section to see the choices.

Generic Settings › Purchase Inbound

• Auto input product Quantity and UOM base on History?

Generic Settings › Purchase

• Auto input product Quantity and UOM base on History?

Other permissions for this module

Permission	Allows you to
Data › Supplier › Update	Change supplier details
Data › Supplier › Delete	Delete suppliers
Data › Supplier › Import Excel	Import suppliers from Excel