Understanding Suppliers
Overview
Suppliers are the businesses you purchase goods or services from.
Creating Supplier records allows you to quickly select a supplier when creating a Purchase Order, rather than entering their details each time.
A Supplier only needs to be created once and can then be used across multiple Purchase Orders.
Supplier Details
A Supplier record can store the following information:
- Name
- ABN
- Phone
- Fax
- Mobile
- Website
- Street Address
- Postal Address
- Notes
- Tasks
Keeping these details up to date helps ensure Purchase Orders are sent to the correct supplier.
Using Suppliers
When creating a Purchase Order, simply select the Supplier from your Supplier list.
The Supplier's contact details are then available for use on the Purchase Order.
Notes and Tasks
Like most records in JGID, Suppliers support Notes and Tasks.
This allows you to record important information about a supplier or create follow-up tasks for yourself or other members of your organisation.
Best Practice
- Create one Supplier record for each business you purchase from.
- Keep Supplier contact details up to date.
- Avoid creating duplicate Supplier records.
- Record the Supplier's ABN where applicable.
Related Articles
- Understanding Purchase Orders
- Ordering Contractors
- Managing Stock