Step 2: Add Essential Details

Fill in the key information for the new supplier. Accuracy here is important for document matching and payments.

Steps:

1. Core Identification:
   • Name: Enter the supplier's official trading name.
   • Code: Enter a unique supplier code (often from your ERP or a defined sequence).
   • Tax Number: Enter the supplier's ABN or relevant tax identifier.
2. Contact Information:
   • Enter the primary Email address for communications (e.g., sending POs).
   • Enter the primary Phone number.
3. Address:
   • Click Add Address.
   • Fill in the street address, city, state, postcode, and country.
   • Mark it as the Primary Address if applicable.
4. Bank Details (Crucial for Payments):
   • Click Add Bank Account.
   • Enter the Bank Account Name, Bank Account Number, and Bank BSB (or equivalent routing number).
   • Enter the Bank Name if known.
5. Other Details (Optional but Recommended):
   • Fill in Payment Terms, Default Currency, and any default coding rules (see Tutorial) if applicable.

What Happens Next?

The essential supplier details are entered. The final step is to save the record, potentially submitting it for approval if required by your workflow.

Next Step: Save or Submit Supplier

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Related How-To Guides:

• Managing Supplier Records
• Supplier Default Coding