Step 6. Supplier set-up (purchase
ledger)
Pre-supplier set-up
Create any supplier categories (for example, geographic
office, location or supplier type).
Notes and
Tips
- Setting up customer and supplier categories is optional. You
can ignore this feature altogether if you do not feel this will be
useful to you.
- Move around the table using the Tab key or Up and Down arrows on your keyboard.
- There are separate rows for customers and suppliers.
Customer and Supplier codes are not connected to each other, and
you can use the same codes for both customers and suppliers as you
see fit. You could, for example, use one of the categories for
geographical area as suggested in the example below - though you
would need to create these codes separately for Suppliers and
Customers.
You can also have customer/supplier categories at a second level
- Cat 1 customers/suppliers being at the top level and Cat 2
customers/suppliers being at the next level. The categories that
you set up here can be linked to the customer or supplier record
and are then used for reporting purposes.
For example, you may have a Cat 1 level for areas and a Cat 2
level for the type of supplier:
- Cat 1 - Northwest, Southwest, North, South
etc
- Cat 2 - Residential, Hotels, Offices, Shops
etc
This would allow you to search for all Offices in the
Northwest Area, or report details for all Hotels in the
North.
- Set up supplier defaults. IRIS Bookkeeping allows you to set up
defaults to speed up data entry. When setting up a record you have
the option to accept these defaults or make another entry. See the
Defaults - Supplier
section of the help within IRIS Bookkeeping for more details.
Complete the following fields as necessary:
- Category 1 - Use the
drop-down menu to select the category 1 code to be associated by
default with all new customers created.
- Category 2 - Use the
drop-down menu to select the category 2 code to be associated by
default to all new customers created.
- EC Code - Use the
drop-down menu to select the EC code to be associated by default
with all new customers created. You could use this option if the
majority of your customers are in one country (for example GB).
This field must contain a valid EC code – these are 2 letters
long.
- Nominal Code - Use
the drop-down menu to select the Nominal code to be associated by
default to all new customers created. Note that this is only a
default; you can use a different code for any new customer as
necessary.
- Credit Limit - Type
the credit limit figure to be associated to all new customers that
are created. This field is optional, and accepts a number up to
9,999,999.99.
- Save button -
Use this button to save any change that you have made.
