Supplier Menu
File Menu
Add
Create a new supplier to be added to the supplier database.
Save
Save changes made to a supplier account.
Print's the currently selected supplier account or the currently selected transaction.
Fax
Fax the currently selected supplier account or the currently selected transaction.
If you have e-mail software installed on your computer, selecting this feature will start your e-mail software and open a new e-mail message addressed to your supplier.
Delete
Deletes the supplier account.
You
cannot delete a supplier if money is still pending to them. If this is the case you must delete the unpaid
transactions or preferably create an adjustment transaction that will bring the account's balance to zero.
Statistics
Shows supplier related statistics.
Log On
Allows you to log into the system with your password.
Exit
Exits suppliers and returns you to the main menu.
If you wish to close the application quickly, press instead. To just
leave the supplier area you can also press
Edit Menu
Undo
This option will undo text entry changes made to the selected supplier record. You can undo changes until you press the button. After you have pressed you cannot undo changes.
Cut
Cuts (deleted) any selected supplier record text.
Copy
Copies any selected text onto the clipboard.
Copy Address
Copies the name and address details of the currently selected supplier account onto the clipboard. You can then use the option found in other applications to transfer this information without retyping it. For example, you can select from the menu, switch to your word processor, and then select from the menu to move that information into your document.
Paste
Pastes information held on the Window's clipboard into the currently selected field.
Find
Use to search for a supplier account or transaction.
Filter
Filter stock records. For more information consult the topic Record Filters.
Mark Hold
Places the the currently selected supplier transaction on hold. This menu option will only be enabled when you are viewing supplier transactions.
Mark Cheque Printed
If you are viewing supplier transactions and have a supplier payment selected, you can select this option to indicate that a cheque has already been printed for this transaction, or the transaction has already been included in an EFT run. Selecting it again will untoggle the print status.
For more information on this issue consult the topics: Supplier Cheque Writing & Printing and/or Create EFT Payments.
Mark Special
Mark's the currently selected supplier transaction as 'special'. This menu option will only be enabled when you are viewing supplier transactions.
Modem Dial
If you have a modem connected to your local PC this feature will dial the supplier's number for you automatically. For more information consult the topic: Modem Dialing.
View Menu
Supplier Records
View the supplier record details for the currently selected supplier account.
Supplier Transactions
View transactions for the currently selected supplier account.
Purchase Orders
View the purchase order transactions of the currently selected supplier account.
Receipts & Returns
View the stock receipts and stock returns of the currently selected supplier account.
Delviery History
View all the items delivered from the selected supplier account.
When the tab button is pressed select this option to view only transactions that are open. For example, for purchase orders this would include transactions that have not been fully deliveried or cancelled. For invoices this would include transactions that have not been fully paid paid. For payments this would include transactions that have not been fully allocated.
Transaction Links
This window displays all payments that have been allocated to the currently selected invoice or all invoices that the currently selected payment has paid. It is only accessible when you are viewing transactions.
Notepad Management
This option is used to record notes against your supplier accounts and to manage the note pads accessible from the supplier area. For more information consult the topic: Notepad Management.
Reminders & Alerts
Select to establish reminder and alert messages for your customers. For more information consult the topic: Notepad Management.
Delivery Addresses
Allows you to manage multiple delivery addresses. For more information see the topic: Delivery Address Management.
Reports
This selection takes you to the supplier reporting area.
Tools Menu
Supplier Payments
Provides access to the Supplier Payments utility.
Write/Print Cheques
Provides access to the Write/Print Cheques utility.
EFT Payments
Provides access to the various EFT payment management utilities.
For more information on this subject consult the topic: Create EFT Payments.
Statements
Generate statements for suppliers.
For more information consult the topic: Supplier Statements.
Supplier Special Pricing
Allows you to establish special pricing for your suppliers.
For more information consult the topic: Supplier Special Pricing
Import Shipment Costing
Takes you to the Supplier Import Shipment Costing utility.
Enterprise Edition Component only.
Transfer Record
Copies or moves a record to another account.
Calculator
Invokes the CAPITAL calculator accessory. You can also press F4.
Calendar
Invokes the CAPITAL calendar accessory. You can also press F3.
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