The Supplier record

Solution Properties

Solution ID:

200427112522683

Last Modified Date:

Mon Jan 23 09:28:17 UTC 2023

Taxonomy Path:

Case category//How do I...//processing

Author:

[email protected]

The Supplier record

Description

Supplier record details

The following information is stored within your supplier records. If you require steps for setting up a new supplier record, please refer to this guide.

Details tab >

Account Details
Box	Description
A/C*	The account reference for the supplier's record. Once the record has been saved, this can't be changed.
Company name	The supplier's company name.
Balance	This shows the balance on the supplier account. Here you can add an opening balance for your supplier. However, we recommend you enter your opening balances later using theOpening Balances wizard .
Inactive	Select this check box to flag the supplier account as inactive.

Registered Address
Box	Description
Address, Post Code, Country	The supplier's address details. You can now paste in an address by clicking .
VAT Number	If required, enter the supplier's VAT number.
EORI Number	If your supplier has an Economic Operator Registration and Identification (EORI) number you can enter it here.

Contact information
Box	Description
Contact name	The name of the supplier's main contact.
Trade contact	The name of the supplier's trade contact.
Telephone	The supplier's telephone number.
Telephone 2	A supplier's second telephone number if required, for example, a mobile number.
Fax	The supplier's fax or telex number.
Website	The supplier's website address.

Social Media - v24.2 and above
Box	Description
Twitter	The customer's Twitter handle
LinkedIn	The customer's LinkedIn account
Facebook	The customer's Facebook account

Email Settings & Addresses
Box	Description
Email1, Email2, Email3, Email4, Email5, Email6	The supplier's email addresses.
I send letters, statements, etc. to this supplier via email	Select this check box if you communicate with this supplier by email.
I send invoices to this supplier via Transaction email	Select this check box if you invoice this supplier using transaction email.

Defaults tab >

Custom Fields
Box	Description
Analysis1, Analysis2, Analysis3	Use these custom fields to identify supplier types for reporting and analysis.

Discounts
Box	Description
Discount %	Enter the percentage discount offered by this supplier. This is an unconditional discount.

Miscellaneous Defaults
Box	Description
Default Nominal Code	The nominal code to use as a default for any batch invoices or credits for this supplier.
Use Default Nominal Code for Sales	Select this check box to use the supplier's default nominal code for all product invoices and credit notes.
Default Tax Code	The default tax code to use as a default for any batch invoices or credits for this supplier. TIP: If you have a supplier who is not VAT registered, we recommend you set the tax code to T0.
Use Default Tax code for Sales	Select this check box to use the supplier's default tax code for all product invoices and credit notes.
Currency	Foreign Trader only - Choose the correct currency for this supplier.
Department	The default department for this supplier, if required.
Reporting Password	The password to use for secure PDF documents.
Incoterms	If you use Incoterms for international trading, you can choose the agreed Incoterms for this supplier.

Credit Control tab >

Terms
Box	Description
Credit Limit	The credit limit set by your supplier.
Settlement Due	If your supplier offer an early settlement discount, enter the number of days the discount that applies.
Sett.Discount	The early settlement discount percentage.
Payment Due	The number of days after which an invoice is classed as overdue. In Sage 50 Accounts v28.0 and below, if this is left as zero, the default value is 30 days. In Sage 50 Accounts v28.1 and above, if this is left as zero, you can choose whether 0 days or 30 days is used. Read more >
Payment Due From	Choose the required payment terms for your supplier.
Trading Terms Text	The agreed trading terms wit your supplier. This can be printed on invoices if required.
Credit Reference	The supplier's credit reference, if required. You can use this information to check the supplier's credit status.
Bureau	The supplier's credit bureau, if required.
Priority Supplier	Select this check box to treat this supplier as a priority when managing payments.
Credit Position	The supplier's credit status.
Account status	The supplier's account status. You may use this feature to put the account on hold.
DUNS Number	The supplier's DUNS number (Data Universal Numbering System).

Credit Review
Box	Description
A/C Opened	The date you started trading with this supplier.
Last Credit Review	The date you last reviewed you supplier's credit details.
Next Credit Review	The date of the next proposed credit review.
Application Date	The date you applied for credit.
Date Received	The date you received credit..
Memo	Enter any relevant notes here.

Restrictions
Box	Description
Can charge credit	Select this check box if your supplier charges you interest for late payments.
Restrict mailing	Select this check box to exclude this supplier from mailings.
Terms agreed	Select this box if you've agreed credit terms with this supplier.
Account On Hold	The Account On Hold box is populated depending upon the Account Status selected and is therefore not available to select.

Bank tab >

Bank Details
Box	Description
Bank Name	The name of the supplier's bank.
Address and Post Code	The address and postcode of the supplier's bank.
Account Name	The name of the supplier's bank account. Used for reporting purposes only.
Sort Code	The supplier's bank sort code. Used for reporting purposes only.
Account Number	The supplier's bank account number. Used for reporting purposes only.

Payment Details
Box	Description
BACS/SEPA Ref	The supplier's BACS/SEPA reference.
IBAN	The supplier's International Bank Account Number (IBAN), if required.
BIC/Swift	The BIC number or swift code for this supplier's bank account, if required.
Roll Number	The supplier's roll number. An additional reference used by some building societies.
Additional Ref	An additional reference, if required. Used for reporting purposes only.
Payment Method	The preferred payment method agreed with this supplier.
Online Receipts	Select this check box if you deal with this supplier electronically.

Alerts - Sage 50 Accounts v27 and above

In Sage 50 Accounts v27 and above you can create a customised alert to appear when you create an order, and select a specific supplier. It's a simple and effective way to share important information and timely reminders. Read more >

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