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Quantum VS Help: File Maintenance |
You will need to set up Supplier records, holding the details of the companies you purchase goods, services and utilities from. Click the links for details:
Supplier details are stored in saved Supplier records. When you open an existing saved Supplier record you may view (and, in many cases, add) information in the following tabs/headers:
Main
Notes
Tasks
Event Logs
Lead Times
Supplier Contacts
Branch List
PO Documentation
SRN Documentation
Purchase Orders
Supplier Returns
Document Defaults
Part Numbers
Supplier Performance
Supplier Analysis
Note: You may also define User Defined Fields and record 'user defined' details for your Supplier records. See User Defined Data Maintenance.
Note: You may need to use the Customise feature to show or hide certain tabs in the Supplier record, or change the display order. See Customising Records.
Creating Supplier records will be one of your main administrative tasks, both when setting up Quantum VS for your business and thereafter when you locate new business suppliers.
Creating a Supplier record simply involves opening a new blank Supplier record, entering the Supplier 's details, and then saving the record. See Creating A New Supplier Record.
Once the Supplier record has been created and saved, the system will then reference various details stored against the Supplier record when, for example, creating purchasing documents. See Viewing A Supplier Record for further details.
Click for details on editing an existing Supplier record.
Click for details on deleting an existing Supplier record.
The standard method of recording a product's buying costs - how much a Supplier charges when you order that Product - is via the Buying Details tab of the Product record. An alternative option is to record these details in Supplier Pricing records, which provide additional advantages. If the Supplier offers discounts based on ordering a certain quantity, weight or value of the product you may define a breaks table to record the discounts available.
Supplier Part Number Maintenance records allow you to cross reference your reference code/name for a product with the code/name the Supplier uses for the same product.
Supplier Rebate records are used for recording the details of an agreement with a Supplier, on the basis that they will provide you with a rebate when you purchase a certain quantity or value of a certain product or group of products from them. Subsequently, when goods for which a rebate applies are ordered, received into stock and invoiced, the aggregate 'claimable' rebate value which has accrued for the product or product group will be displayed within the applicable Supplier Rebate record.
The 'Supplier Rejections' features in Quantum VS enable you to:
enter details of rejected stock when booking goods in;
generate a Supplier Return Note to return rejected goods; and
view performance details in the Supplier record, including the number of rejected items and how the Supplier compares with others.