Using the supplier form

Applies to : Office Accounting Express, Professional
The supplier form tracks all contact and background information about each supplier as well as displaying information about all transactions with the supplier. It that sense, it is almost identical to the customer form.

Supplier form, General tab
Similar to the customer form, the supplier form has five different tab pages: General, details Financial Summary, Financial History and User-Defined fields.

General Tab
The General tab holds the basic supplier and contact information, plus notes and links to relevant documents. In addition to the fields on the customer form, the general tab contains a Supplier reference number, which is your customer number in the supplier’s records.

Details Tab
The Details tab holds additional supplier information, including purchasing terms, bank and VAT information. The information in these fields is copied to the individual supplier documents as defaults, but may be changed.

Supplier form, Details tab
One of the most important fields on the supplier details tab is the Expense account field that allows you to select a default expense account to appear on new supplier documents (e.g. telephone for the telecommunications supplier).

Financial Summary Tab
The Financial Summary tab gives an instant overview of the financial relations with the supplier.

Supplier form, Financial Summary tab
The Balance information section gives a detailed view of the aging of the purchase invoices – whether you are paying on time or not.
The Purchases section provides you with an overview of how much you have bought from your supplier (net of VAT).

Financial History Tab
The financial history tab contains a complete list of all the documents creates for each supplier.

Supplier form, Financial History tab
You can sort the list by clicking on any of the column headers and you can double-click on a document to open it up.

User-Defined Fields Tab
The User-Defined fields tab allows you to add additional information about your suppliers that may be used on purchase orders, purchase invoices and other supplier documents.

Supplier form, User-Defined Fields tab
User-defined fields are added by clicking the New Fields button.
You can add up to 21 text fields, one multi-line text field, 8 number fields and 4 checkboxes.
Tip : After the user-defined fields have been added, they can be moved to the other tab pages by using the Modify Layout button. They can also be added to the Invoice form and other documents by modifying their layout. The modify layout functionality of Office Accounting is described in the Customising the screen layout training article.