Suppliers


Suppliers can be set up in the Workshop Manager and purchase invoices and stock parts associated with them, enabling you to build up a detailed record of purchases. The supplier list can also be used simply as an address and contact details database.

Suppliers List

Viewing a supplier's record

To open your customer list, click the Suppliers icon Truck24 in the toolbar. A window will open containing a table. For each supplier the following information is displayed:

•Customer
•Name
•Address
•Telephone

Double-clicking any part of a supplier's details will open a screen which contains detailed information about that supplier.

For more information on how to search for suppliers and how to navigate and reorder the entries in the list, please consult the Navigating the System help topic.

Suppliers Record

Creating a new supplier

To create a new supplier:

1.Click the Suppliers icon Truck24 in the toolbar.
2.Click the New icon New24 in the toolbar.
3.Enter the supplier information including name and address.
4.Generate a Supplier Reference by clicking the 'Generate Ref.' button.
5.Click the Save button to save the new supplier.

Amending a supplier

To amend an existing supplier:

1.Click the Suppliers icon Truck24 in the toolbar.
2.Locate the supplier record and double-click to open.
3.Click the Edit icon Edit24 in the toolbar.
4.Amend the details as required.
5.Click the Save icon Save24 in the toolbar to save the supplier or Click the Cancel icon Cancel24 to cancel the changes.

Changing the supplier reference

1.Open the Suppliers list by clicking the Suppliers icon Truck24 in the toolbar.
2.Locate the supplier and double-click to open.
3.Click the 'Change Supplier Ref' icon Replace24 in the toolbar.
4.Enter the new reference and click the OK button, followed by the Yes button.

The Supplier record

Supplier details

•Supplier ref
•Name
•Address
•Phone
•Fax
•Mobile
•Contact Name
•Account No.
•VAT Reg. No.
•E-mail
•Web site

Finance section

Turnover

Completed automatically.

Last Invoice

Completed automatically.

Credit Terms

Credit terms in days.

Def(ault) Nominal Code

Def(ault) Tax Code

Invoices Received tab

This contains a list of invoices received from this supplier. Double-click an invoice to open it.

Associated Stock Parts tab

This contains a list of associated stock parts. Double-click an item to open it.