Supplier Details

As with Clients, all Suppliers must first be entered into VisionVPM before they can be used.

1. Go to: Main menu > Suppliers module > Suppliers menu > Supplier Details.
2. From the Supplier List window, click Insert.

   

3. In the Code field, type a code for the supplier, then in the Name and Address fields, type the supplier's name and address.
   • Recommended: In the Phone and Fax fields, type the supplier's phone number and fax number.
   • Optional: In the Email Address and Web Address fields, type the supplier's email address and website.
   • If GST will not be calculated on transactions for this supplier, for example, an overseas supplier, select the Zero Rated for GST check box.
4. For NZ clients to select the supplier's payment method, select Cheque, Direct Credit, or Credit Card.
   • Note: If you select Direct Credit, type the supplier's bank account number in the Bank Account field.
   • Optional: In the Particulars, Code, and Reference boxes, type the details that will appear on the supplier's bank statement.
5. For Australian clients, to select the supplier's payment type, select Cheque, Direct Credit, or Credit Card.

   

   • In the BSB Number and Bank Account fields, type the Supplier's BSB number and bank account number.
   • In the Account Name field, type the Supplier's account name.
   • If this field is left blank, VisionVPM will default the Account Name to the Supplier's Name and use this name in the autobanking file.
   • In the Statement Reference field, type a Reference that you want to appear on the Supplier's statement.
6. In the Notes field, type any notes about the supplier.
7. Click Save.

The supplier will now appear in the selection list for Suppliers throughout VisionVPM.

You can now enter invoices and payments relating to this supplier.