Setup/Setting Up Customer and Supplier

6.0. Customer and Supplier Setup

Business Partner

Business Partner can be either your Customer, Supplier or Both. In any case, you are only required to create only one Business Partner Code.

Creating New Customer



STEPS:
  1. Creating New Customers
  2. Click SETUP activity
  3. Click CUSTOMER/VENDOR
  4. Click BUSINESS PARTNER module
  5. Click NEW
  6. BP CODE enter ECPL01 
    1. Enter a unique code. You may enter any alpha
    2. numeric code, as long as it is not a duplicate.
  7. NAME enter EveryDay Customer Pte Ltd 
    1. Name of the customer
  8. UEN (IAF) enter 197001234A
  9. COUNTRY select Singapore
  10. ADDRESS CODE enter
    1. 1
    2. 2
    3. 3
  11. ADDRESS NAME enter
    1. Office
    2. Retail
    3. Warehouse 
      1. Enter a unique code and give a short descriptive name for this customer address.
      2. In this example, we create 3 addresses.
      3. Note that you can enter unlimited number of address for the same customer.
  12. ADDRESS LINE 1 enter
    1. 1 Everyday Road
    2. 2 Sim Lim Road
    3. Warehouse Road
  13. ADDRESS LINE 2 enter
    1. Everyday Building
    2. Sim Lim Building
    3. Warehouse Logistic 
  14. Enter the details of your customer.
  15. ADDRESS LINE 3 enter
    1. Singapore 654654
    2. Singapore 987987
    3. Singapore 987987
  16. ATTN enter
    1. Mr H K Lee
    2. Mr A L Hong
    3. Mr K L Tan
  17. CONTACT enter
    1. 6546-5465
    2. 9878-6545
    3. 6546-5456
  18. FAX enter
    1. 6546-4654
    2. 6545-8798
    3. 6545-9878
  19. EMAIL
  20. WEBSITE
  21. CUSTOMER SECTION:
    1. GROUP select CUSTOMER This defines if this business partner is a customer. If the Group is left not selected, this will not be a customer.
    2. Note that you can setup for more than one customer grouping, this will be discussed in advance training.
  22. TERM
    1. select 30 Days This is the payment term that you have agreed with your customer
  23. CURRENCY select SGD
    1. This is the common currency that you trade with this customer.
    2. Note that during invoicing, you are still able to change the invoice currency without affecting the default setup.
  24. REMARK
    1. This is for your internal comment about this customer.
  25. TAX select SR9
    1. Select the appropriate applicable IRAS tax code for this customer
  26. PRICE INCLUSIVE OF GST
    1. Un-tick Unless you are absorbing GST for this particular customer, you should not tick on it.
  27. REF. (Reference)
    1. If your customer practice issuing you vendor code for their easy reference, you may like to enter it here.
    2. Note that the vendor code is not displayed in standard invoice layout.
  28. Address select 1
    1. The default address that the system pick when you are issuing your document.
    2. Note that you can still change your selection while issuing the document.

Creating New Supplier



STEPS:
  1. Click NEW
  2. Business Partner module
  3. BP CODE enter ISPL01
  4. NAME enter Interesting Supplier Pte Ltd
  5. UEN (IAF) enter 197601234B
  6. COUNTRY select Singapore
  7. ADDRESS CODE enter 1
  8. ADDRESS NAME enter Office
  9. ADDRESS LINE 1 enter 1 Interesting Road
  10. ADDRESS LINE 2 enter Interesting Building
  11. ADDRESS LINE 3 enter Singapore 654654
  12. ATTN enter Mr H K Lee
  13. CONTACT enter 6546-5465
  14. FAX enter 6546-4654
  15. EMAIL
  16. WEBSITE
  17. VENDOR SECTION:
  18. GROUP select SUPPLIER
    1. This defines if this business partner is a supplier.
  19. TERM select 7 Days
  20. CURRENCY select SGD
  21. REMARK
  22. TAX select TX7
  23. PRICE INCLUSIVE OF GST
    1. Un-Tick
  24. REF. (Reference)
  25. Address select 1 

If Customer also a Supplier



STEPS:
  1. Select the Customer
  2. Click EDIT
  3. CUSTOMER SECTION:
  4. GROUP select CUSTOMER 
    1. This defines if this business partner as a customer.
  5. VENDOR SECTION:
  6. GROUP select SUPPLIER 
    1. This set this business partner as a supplier too.
  7. Click UPDATE