NOTE: For Initial Setup, it is recommended that you enter most of your Suppliers before entering in Inventory Items.
To Add, Delete or Edit Suppliers:
1.
Click Settings (upper left corner).
2.
Choose Setup .
3.
Select Suppliers .
4.
Select an existing Supplier to edit or click Delete . For new Supplier, click Add
.
5. Enter the details as below.
6.
Click Save .
Field |
Details |
Supplier Name |
Enter the Supplier Name. |
Active / Inactive |
Active is the default. If you wish to make Inactive, UNCHECK the box and the Supplier will not appear on your reports and pick lists. |
Terms |
Enter the Number of Days in which payments are due for this Supplier. |
Accounting Vendor ID |
If you intend to link Optimum Control to your Accounting System, enter the linking Vendor ID from your Accounting System (if required). |
Account Number |
Your Account or Customer Number. This will appear on your order sheets and be needed if you upload orders to your Supplier’s website and/or import Invoices. |
Address Information |
Enter the information in all Address fields. |
Contact Information |
Enter the information in all Contact Information fields for your Sales Representative. NOTE: The email address is necessary as it is used by the Optimum Control bid functions. |