Suppliers: Supplier

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Overview

• The Company Info tab is the default view of the Suppliers screen which contains basic company contact information and a summary of related purchase order information.

• The Report Menu, Purchase Order and Inventory screens are accessible through buttons on this tab.

• This screen is accessed by going to:

Main Menu>Manage My Inventory>Manage My Suppliers>Supplier

Main Menu>Manage My Inventory>Suppliers>View Suppliers

Description of the Screen

Supplier Accordion

Menu Button

• after selecting the List or Search buttons, select this to return to the default view of the Accordion

List Button

• select this to see a list of all Suppliers currently defined in the program, in the Accordion

Search Button

• use this button to search for a particular Supplier by name, code, main contact or location

Email Supplier Link

• opens the Send Email  screen

QuickBooks Account Link

• sets the QB Account field equal to the supplier's company name
• this field can also be updated manually by using the Edit button in the upper right-hand corner of the screen

View Website Link

• opens a browser window and goes to the URL of the supplier's Website

View POs Button

• opens the Purchase Order screen which displays a list of purchase orders for the currently viewed Supplier

View Items Button

• opens the Inventory screen

Reports Button

• launches the PO Status Report

Supplier Data Section

Open POs Field

• displays the number of open purchase orders for the current supplier

Last PO Sent Field

• displays the number assigned to the most recent purchase order sent to the current supplier

Items Assigned Field

• displays the number of products with which the current supplier record is associated

As Primary Field

• indicates the number of product for which the current supplier record is designated as the Primary Supplier

Company Information Fields

Supplier Name Field

• the company name of the supplier

Supplier ID Field

• the ID number assigned to the supplier by Monsoon Order Manager

Address Line 1 Field

• the building number and street name where the supplier is located

Address Line 2 Field

• any additional address information (Suite, P.O. Box, etc.)

City, State, Zip Fields

• the City, State and Zipcode of the supplier's address

Country Field

• the country in which the supplier is located

Supplier Code Field

• an arbitrary, but unique value the user can assign to the merchant for their own purposes
• Monsoon Order Manager does not use this field

Phone Field

• the supplier's phone number

Toll Free Line Field

• the supplier's toll-free phone number

Fax Field

• the supplier's fax number

Main Contact Field

• the name of the person who is the main point of contact for the supplier

Phone or Ext. Field

• the supplier's main phone number and extension

Main Email  Field

• the primary email address of the supplier

Website URL Field

• the URL of the supplier's Website

Sales Rep Field

• the name of the supplier's sales representative for your company

Rep's Phone Field

• the telephone number of the sales representative

Rep's Email Field

• the email address of the sales representative

Account ID Field

• the merchant's account number with the supplier's company

QB Account Field

• identifies the QuickBooks account to which the accounts payable information for this supplier is assigned  
• if nothing is specified here the program uses the company name of the Supplier by default (Supplier Name field)

Navigation arrows

• Use the back and forward buttons in the lower left-hand corner of the screen to scroll through the list of supplier records

Additional Information

Created: 1/27/12

Revised: 9/19/14

Published: 08/19/15