SUPPLIER IN ACCOXI

In Accoxi, you have the capability to add vendors with whom you engage in your business. To facilitate the creation of purchase transactions such as bills, purchase orders, and purchase invoices, it is necessary to add suppliers.

Key Features:

1. Comprehensive Supplier Overview: It provides detailed information on all created suppliers, including their names, Tax treatment, and balance amounts.
2. Visual Identification of Payables and Receivables: Payables and receivables are visually distinguishable through a color-coded format. Red signifies payables, while green indicates receivables.
3. Customizable Payment Terms: Users can set specific payment terms for their suppliers, allowing for flexibility in transaction arrangements.
4. Credit Limit Management: It enables users to define a maximum credit limit for suppliers, aiding in effective credit control.
5. Opening Balance Setup: Users can input the opening balance for suppliers, ensuring accurate financial tracking from the outset.

Supplier Module: Clicking on the Supplier Module leads to the Supplier Search, providing a user-friendly interface for managing and searching for suppliers.

SUPPLIER SEARCH

Supplier Search comprises various menus and showcases the details of vendors added to the business.

Menus available in supplier search

1. Filter Option: a) Filtering supplier contacts can be accomplished in two ways—either directly entering the supplier name, or phone number into the search bar near the filter option, or by clicking the filter drop-down. Data can be filtered by Supplier name, Phone No, Email. b) Sorting options are available. By selecting Order By and Sort Order, data can be arranged in ascending or descending order. Under the Sort By option, we have Amount and Name. The Sort Order can be set as ascending or descending based on our requirements. c) By ticking the inactive dialogue box, it filters inactive supplier details.

2. New Supplier: The New Supplier button opens the supplier form, allowing the user to add new suppliers. Certain fields are marked in red, indicating that the details must be entered compulsorily.

Steps to create a new supplier:

• Navigate to the Supplier Module.
• Click the + New button at the top right-hand side of the page.
• Enter the details of your vendor.
• Select the Tax treatment.
• Additional details such as Billing Address, Payment Terms, Opening Balances, etc., can be added.
• After entering all the details, click Save.

3. Export: The supplier list can be exported to Excel format. Click on the Export button at the top right corner, near the +New button. Select the file location and click on save. The exported file includes fields such as supplier name, contact name, phone no, TRN, Tax treatment, and balance.
4. Refresh: If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
5. Edit: You can edit supplier details if necessary using the Edit icon. Clicking this icon opens the supplier form, where you can view the entered details and update them as per your requirements.
6. Supplier Info:

The Overview page provides a comprehensive snapshot of the supplier's basic information and activity. It features a mini dashboard displaying the supplier's balances, unused debits, and payables. Additionally, a graph illustrates the sales activity of the supplier.

• Transactional history between the supplier and the organization is visible on the bottom right side of the page. This section showcases the purchase transactions and payment history made to the supplier.
• The Edit option redirects the user to the edit page of the supplier, allowing them to modify supplier details. The +New Transaction feature enables users to conduct various purchase transactions, including the issuance of debit notes, for the specified supplier.
• The More option provides additional functionalities, allowing the user to either inactivate the supplier, send emails to the supplier, or delete the supplier.

The Transaction tab presents a detailed list of transactions conducted with the supplier. Users can employ the dropdown option to filter these transactions based on specific criteria. Additionally, users have the option to view individual invoices by selecting the "View" option.

7. Color Filter: The closing balance of the supplier is visually represented, either in red or green, to denote payable or receivable, respectively.
8. Pagination Control: This feature manages page navigation and page size. Users can set the page size to 10, 20, 50, or 100. Enter the page number in the box and click on the Go button to navigate to the intended page.
9. Exit: Below the pagination control, there is an Exit button. Click the Exit button if you wish to leave the Supplier Search Page.