Suppliers are the people and organizations that you get your inventory from. This is the page where you can find and manage your suppliers by group, type, or administrator within your company.
Illustration: Suppliers are the people and organizations that supply inventory to the vendor. Suppliers will show up in forms for purchases, inventory write offs, inventory registrations, and price lists. They can be added via import, but only once, as import is additive and does not match names.
Name: Search or list by Name of company
Group: Such as ‘clothing’ suppliers, or ‘dog food’ or ‘cat food’ suppliers. You designate your own groups (in settings → inventory settings/ Supplier Groups) to make it useful to you and your company.
Administrator: User in the ERPLY system in charge of relations with this vendor. This drop down is populated from the users on your ‘Company and Staff’ page (Settings → Company and Staff)
Type: This is ‘Type of Business Entity’ as set on the supplier card. The provided Business Entity types can be changed in Settings → Customer Registry Settings/ Company Type
Supplier Card: When you click on a listed supplier you are brought to the Supplier Card. This is where you add and manage information about your suppliers. The tabs at the bottom can help you track more complex relationships, including contracts, tasks, contacts at that company, and discounts.
Illustration: Supplier Card. Mandatory fields are indicated with asterisks* and red outline: Name, Type of business entity, and Group are the mandatory fields.
Add Company: Brings up a blank ‘Supplier Card’ Fill out designated information and save.
Illustration: Fields: Name, Type of business entity, Reg code, TIN no, Bank, Bank account no, IBAN, BIC/SWIFT, Phone, Mobile, Fax, Email, Group, Administrator, Web page, Payment Deadline, Tax rate, Currency, Country, Delivery terms, GLN Notes. Addresses: Type, Street Address, Address Line 2, City, State, ZIP, Country.
Illustration : Addresses have their own ‘save’ button. When you begin to type, it will appear at the far right end of the row. You must save these before saving the whole form. Once one line is saved, another will appear. You may save multiple addresses to any supplier or customer.
To change your ‘Address types’ options, use Settings → Customer Registry Settings / Address Types. If you cannot see this option, contact your administrator.
Administrators: To allow a user group to adjust the Address Types Settings, add this to their user group permissions:
Add Person: This adds a person as a supplier. To change a person who is a supplier to a contact person for a supplier, change their ‘Group’ to ‘contact person for a supplier
Print View: Gives your a printer friendly list of your suppliers in a table form with configurable headings
These are the people you talk to within the supplier company.
Illustration: Contact Persons activity screen allows you to select the contact person you’d like to edit or add to.
Illustration: Supplier Contact Person Card documents the information you need on your supplier contacts, and allows you to track discounts, tasks, and contracts by supplier, or contact.
Importing Suppliers:Importing suppliers is actually done through the Customer Module. Navigate to the Customer module by clicking on it’s icon in your Icon bar. Next, Select the ‘Import From CSV/TXT file’ option from the operations bar at the top of the activity pane.
Follow the directions on that page, and consult with your ERPLY support staff if you require more help, or have any questions.