Step 6. Supplier set-up (purchase ledger)
[continued]
Supplier set up
You can now create a record for each of your suppliers (perhaps
starting with the suppliers who have a current outstanding
balance).
- Click on the Supplier menu and select the
Create New Supplier
option.
Complete the following fields as appropriate in the
General tab:
- Name - Enter the name of the supplier (maximum
35 characters).
- Primary Contact - Enter the main supplier
contact (e.g. Director, Finance Director).
- Telephone - Type the supplier telephone
number.
- Fax - Type the supplier fax number.
- Email - Type the supplier email address. The
maximum number of characters is 55.
- Website - Type the supplier's full website
address - for example www.suppliername.com.
- Address Details - You can use this area to
enter a single supplier address or more than one address (e.g. if
the supplier has more than one premises). If more than one address
has been created, you can select an address from the
Description drop-down menu.
Post Supplier set up
You may now find it helpful to print the supplier record
report. You can use this report to check the details of the
suppliers that you have created. Click on the Reporting menu and select the
Purchases -
Supplier List
option.
You can also use the company details window to view the total
number of suppliers that have been created – see the
Company Details section of the help within IRIS
Bookkeeping for more details.
