How can I create a New Supplier?

There are 2 ways of creating new supplier - from "Dimensions" page and directly in editing form while you're working with documents.

FIRST OPTION: FROM THE "DIMENSIONS" SCREEN.

- From your Procys account go to “Dimensions” in the global navigation menu and click on Supplier

- Inside “Dimensions” click on “Add new supplier”.

- Next, there is a series of boxes for you to fill in about the new supplier:

- In "General" these fields are required: Creditor code, Creditor name, Auto Payment status, Due days

- In "Posting rules" these fields are required: Default currency

- In "Bank details" (if you choose not "No" in Auto Payment status): Bank country, Ascription, Bank name, BIC/Swift, Bank name, Bank City, Bank Street (Bank address), Bank House Number

- In "Supplier address": Country

- Click on "Add supplier" when you finish.

SECOND OPTION: ADDING A "NEW SUPPLIER" FROM THE DOCUMENT EDITING FORM.

- In editing documents form you'll see "Create New Supplier" button.

- When you click on it, there is a form for creating a new supplier. In the document editing form, you will see a blue rectangle with the + symbol on the right side of Supplier; click: 

- The New Supplier editing screen will appear: In "General," these fields are mandatory or optional: supplier's name, VAT rate, Company Identification Number (CIN/VAT), etc.

- Press "Manage fields" in case the Company Identification Number is not displayed. Save the changes.

If something goes wrong, feel free to contact our support team: support@procys.com, and we will help you fix it.