1) How to create a new supplier
- Open the Suppliers list
Suppliers >> Manufacturers & Suppliers >> List of Suppliers
*Before creating a new supplier, always search for it's name (or variations thereof), to avoid any duplicates.
- If not already created, Click on NEW
WINK will open a new Supplier details form :
A : Supplier Name
B : Company contact
C : Supplier information ( address, phone numbers, email...)
D : Tax numbers
E : Website address
F : Comment
G : Supplier type (can be multiple types, choose as many as are applicable)
*All the information is not mandatory to fill in (except the Supplier name obviously). However, we recommend that you fill in as much as possible. The minimum should be the name, the supplier type and the account number (see below).
Don't forget to click on Save after having entered all the information.
2) How to add an account number and link it to one or multiple stores.
After having entered all your supplier information, or if you simply need to add an account number to an existing supplier, in the supplier details you will see the Account Numbers tab on the right.
- Click on +Add New Account Number
A new line will be added below, giving you the option to define an account number and to assign it to a store.
- Type your account number and account description.
A : Account # (if you do not have an account # with this supplier, use "DEFAULT" as the account number)
B : Account description
C : Account Alias
- Assign the account number to stores :
Click on the link Assign to stores
Check off the store to which this account number applies.
Click on Apply changes.
Finally, click on Save.
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Please take a look at this complete example :
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