G2Virtu - Supplier

No ContentSuppliers are companies or individuals who provide you with products or services.

To access the Supplier list, go to:

Home > Buying > Supplier > Supplier

1. How to create a Supplier Go to the Supplier list and click on New. Enter a name for the supplier. Select the supplier group whether Pharmaceutical, Hardware etc. Save. The options to Warn RFQs, POs, Prevent RFQs, POs will be available once you create a Supplier Scorecard and transactions are made.

2. Features Fields in future transactions will be auto-populated if the 'Default' fields like Default Bank Account, Default Payment Terms Template etc., are set in Supplier.

2.1 Tax details Country: If the supplier is from another country, you can change it here. Tax ID: Tax identification number of the supplier. Tax Category: This is linked to Tax Rule. If a Tax Category is set here, when you select this supplier, the respective Purchase Tax and Charges template will be applied. This template is linked to the Tax Rule and the Tax Rule is linked with a Tax Category. Tax Category can be used to group suppliers to whom same tax will be applied. For example: Government, commercial, etc,. Print Language: The language in which the document will be printed. Tax Withholding Category: For India, TDS category for the Supplier. On setting a category here, it will be fetched into the Purchase Invoice. For more information, visit the Tax Withholding Category page. Disabled: Disables the Supplier and they won't be shown in the Supplier List. Is Transporter: If the supplier is selling your transport services, tick this box. 'GST Transporter ID' field will be visible if this field is ticked. Internal Supplier: If the supplier is from a sister or parent/child company, tick this field and select the company which they represent. For India:

GST Category: Select a GST Category of the supplier. PAN: For India, PAN (Permanent Account Number) card details of the Supplier. 2.2 Allow creation of Purchase Invoice without Purchase Order and Purchase Receipt If the "Purchase Order Required" or "Purchase Receipt Required" option is configured as "Yes" in Buying Settings, it can be overridden for a particular supplier by enabling the "Allow Purchase Invoice Creation Without Purchase Order" or "Allow Purchase Invoice Creation Without Purchase Receipt" in the Supplier Master.

If you don't want to customize payable account, and proceed with default payable account "Creditor", then do not update any value in the Default Supplier Account's table.

Tip: Default Payable Account is set in the Company master. If you want to set another account as Account as default for payable instead of Creditors Account, go to Company master, and set that account as "Default Payable Account".

Depending on your plan, you can add multiple companies in your ERP instance. One Supplier can be used across multiple companies. In this case, you should define Company-wise Payable Account for the Supplier in the "Default Payable Accounts" table, i.e, add multiple rows.

2.6 More Information You can add the supplier's website and any additional details about your supplier in this section. If you freeze a supplier with the 'Is Frozen' option, accounting entries for the supplier will be frozen. In this case the only user whose entries will surpass the 'freeze' is the role assigned in 'Role Allowed to Set Frozen Accounts & Edit Frozen Entries' in Accounting > Settings > Accounts Settings. This is useful when the supplier's name or bank details are being amended.

2.7 Address and Contacts Contacts and Addresses in ERP are stored separately so that you can create multiple Contacts and Addresses for one Supplier. Once Supplier is saved, you will find the option to create Contact and Address for that Supplier. If you don't want to customize payable account, and proceed with default payable account "Creditor", then do not update any value in the Default Supplier Account's table.

Tip: Default Payable Account is set in the Company master. If you want to set another account as Account as default for payable instead of Creditors Account, go to Company master, and set that account as "Default Payable Account".

Depending on your plan, you can add multiple companies in your ERP instance. One Supplier can be used across multiple companies. In this case, you should define Company-wise Payable Account for the Supplier in the "Default Payable Accounts" table, i.e, add multiple rows.

2.6 More Information You can add the supplier's website and any additional details about your supplier in this section. If you freeze a supplier with the 'Is Frozen' option, accounting entries for the supplier will be frozen. In this case the only user whose entries will surpass the 'freeze' is the role assigned in 'Role Allowed to Set Frozen Accounts & Edit Frozen Entries' in Accounting > Settings > Accounts Settings. This is useful when the supplier's name or bank details are being amended.

2.7 Address and Contacts Contacts and Addresses in ERP are stored separately so that you can create multiple Contacts and Addresses for one Supplier. Once Supplier is saved, you will find the option to create Contact and Address for that Supplier.