In this guide, we will show you how to:
- Add a Supplier within the Finance Module
- Add a member of Staff as a Sundry Supplier within the Finance Module
Add a Supplier
Access: The minimum permissions required to add a Supplier are found in the Finance Module of Config>Setup>Roles & Permissions.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/Supplier-Roles-1871x1024.png)
Pre-requisites: The Finance Module has the option for the system to generate the Supplier Code or for the user to manually enter their chosen Supplier Code. If you require a system generated Supplier Code you will first need to add a Supplier Code Book, see How to Create a Supplier Code Book
Related guides:
- Bromcom Finance Manuals
- How to Create a Supplier Code Book
- How to Set Up a Supplier for BACS Payments
To begin, go to Module>Finance>Suppliers.
![](https://d3kchveacp7yrb.cloudfront.net/2022/12/Supplier-menu-1111x1024.png)
From the Supplier home page, click +New.
![](https://d3kchveacp7yrb.cloudfront.net/2024/01/Screenshot-2024-01-31-at-16.06.00.png)
As a minimum requirement, you will need to enter the Type, Supplier Name, Supplier Code, Credit Limit, Terms and Minimum Order Value.
![](https://d3kchveacp7yrb.cloudfront.net/2024/03/Screenshot-2024-03-14-at-09.59.43-2000x714.png)
Once the details have been entered, click Save.
![](https://d3kchveacp7yrb.cloudfront.net/2024/01/Screenshot-2024-01-31-at-16.08.41.png)
If you wish to send Purchase Orders by email, you must set the Order Method to Email PDF and enter an email address in the eOrdering email field.
![](https://d3kchveacp7yrb.cloudfront.net/2024/01/Screenshot-2024-01-31-at-16.09.39.png)
If you wish to Send Remittance Advice Emails, you must enter an email address in the Remittance Advice Email field and tick the Send Remittance Advice Emails box.
![](https://d3kchveacp7yrb.cloudfront.net/2024/01/Screenshot-2024-01-31-at-16.10.58.png)
If you wish to process Delivery Notes for this Supplier, you must tick the Process Delivery Notes for Supplier box.
See also: How to Add a Delivery Note
![](https://d3kchveacp7yrb.cloudfront.net/2024/01/Screenshot-2024-01-31-at-16.11.51.png)
From the Supplier page you can scroll down to navigate to the appropriate panels to enter Bank Details, Payee Details, Product Catalogue, Contacts details, and Documents.
![](https://d3kchveacp7yrb.cloudfront.net/2024/01/Screenshot-2024-01-31-at-16.16.01.png)
Once any further changes have been made, press Save again to ensure the details are stored.
![](https://d3kchveacp7yrb.cloudfront.net/2024/01/Screenshot-2024-01-31-at-16.16.52.png)
Add a member of Staff as a Sundry Supplier
Selecting Type – Staff allows a Staff member to be added as a Sundry Supplier.
- The Sundry Supplier checkbox will be automatically ticked and cannot be unticked.
- Staff Name can be selected from the Supplier Name dropdown, and the Staff Code will be updated in the Supplier Code field.
- Related Parties checkbox will also be ticked but can be unticked if needed.
![](https://d3kchveacp7yrb.cloudfront.net/2024/03/Screenshot-2024-03-14-at-10.09.35-2000x674.png)
On clicking Save, the following panels: Bank Details and Contacts, Addresses, Telephones, and Emails will update with the Staff member’s information.
Note: Contact, Addresses, Telephones and Emails information will not copy over Emergency Contacts.
The BACS Payable Supplier checkbox will be ticked automatically if there are Bank Details set in the Staff record (Staff > Staff Details > Profile > Banking).