Suppliers

Use this module to capture the suppliers who can supply the institution with the required products and services.


To access this sub module click on: Procurement and Assets Management -> Navigate -> Operations-> Procurement -> Suppliers

The following window will open up :

Suppliers Window.

The available suppliers will be displayed on the screen. 

 Creating A Supplier :

Click on the ADD NEW  button to open the following window :

   

Supplier Window

On the above figure:

Fill in all the fields with relevant data regarding the supplier.

Name ( individual or company), Address lines 1 & 2 (provide both if available), Physical Address, Postal Code (supplier's region postal code),City, Land-Line, Mobile-Line,E-mail and Remarks.

Supplier Type - Click on the lookup icon to open the following Supplier Type Look Up Dialog Box: 

Supplier Type Lookup

Credit Period - This refers to the number of days within which a supplier expects payments after he/she delivers the invoice to the Sacco for supplying the procured goods.

Set this figure by scrolling using the arrows to a specific date. Alternatively, you can type in the figure in the field. 

Supply Category

Supply Category.

Select the applicable supply category for the supplier being created

Click on the create button to save the information into the system.

On successful completion you will get a pop up message confirming that the operation was successful.

Successfully created a Supplier.

Editing  Supplier Details :

Used primarily to capture new / modify a few entries. 

Identify the supplier to be edited :  

Select the Supplier to edit.

Click on the edit icon against the entry to open the following window :

 Edit Window.

Make the necessary modifications to the required fields and supply categories

Click on the update button to save the changes into the system. 

On successful completion you will get a pop up message confirming that the operation was successful.

 

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