Welcome to our comprehensive guide on how to Create a Supplier in Empress. This feature is crucial for managing your purchase transactions and maintaining an organized overview of your suppliers.
Introduction: Creating a Supplier
Also known as Vendor, a supplier is a critical entity in your purchase transactions. Empress allows you to link suppliers in Request for Quotation, Purchase Orders, Receipts, and Payments. You can identify suppliers either by their unique numbers or their names.
Creating a supplier lets you effectively track essentials like:
- Supplier’s multiple addresses and contacts
- Account Receivables
- Credit Limit and Credit Period
Step-by-step Guide
Follow the steps below to create a supplier in Empress:
Step 1 - Access the ‘Create Entry’ Option
Navigate to the Empress interface and find the ‘Create Entry’ option. Click on it to start the process.
Step 2 - Click on ‘Create your first Supplier’
Upon clicking on ‘Create Entry’, you will see several options. Click on ‘Let’s create your first Supplier’ to proceed.
Step 3 - Fill in Supplier’s Information
You will be prompted to fill in the supplier’s information. This includes the supplier’s name, unique number (if any), addresses, contacts, account receivables, credit limit, and credit period.
Step 4 - Save the Supplier
Once you’ve filled in all the necessary information, click on ‘Save’ to add the supplier to your Empress system.
User Roles and Permissions
Creating a supplier in Empress requires administrative permissions. Therefore, only users with the ‘Administrator’ role can create suppliers.
Conclusion: The Significance of Creating a Supplier
Creating a supplier in Empress is a straightforward process that helps you keep track of your vendors and manage your purchase transactions with ease. By following this guide, you can make the most of this feature and streamline your business operations.
For further assistance, feel free to access our non-technical resources or contact our support team. Happy Empress-ing!