Adding a new Supplier

• Note: Before starting, make sure to activate the Purchase Cycle app in your account.

1. Click on “Purchases” from the main menu.
2. Click on “Manage Suppliers”.
3. Click the “New Supplier” button.
4. Enter the supplier’s information as follows:
   • Supplier Details:
     • Business Name: The supplier’s name as it appears in transactions within the program.
     • First Name – Last Name: The name of the representative of the supplying company.
     • Telephone – Mobile: Contact numbers for the supplier.
     • Address: Enter the full address of the supplier (street, city, state/region, postal code).
     • Country: Specify the supplier’s country.
     • CR: Add the supplier’s commercial registration number.
     • VAT Number: Add the tax number for the supplier’s company.
     • Add Secondary Address: Represents the secondary address of the supplier.
     • Add Contact: Click to add more contacts to the supplier’s company.
   • Account Details:
     • Supplier Number: It’s a code representing the supplier and is automatically sequenced. This can be edited or the sequencing method can be adjusted through the “Auto Numbering Settings” within the account.
     • Currency: The default currency in any financial transaction related to this supplier.
     • Opening Balance: Add the supplier’s opening balance.
     • Opening Balance Date: Specify the date the opening balance was entered into the system.
     • Email: The supplier’s email where they receive the latest operations and actions details.
     • Notes: Add any notes about the supplier if available.
5. Click the “Save” button.

Note: Upon saving, a sub-account for the supplier will be added within the Chart of Accounts, listed as follows:

Liabilities > Current Liabilities > Accounts Payable > Suppliers.