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Quick Find:-
Costing Hierarchy
Related Pages:-
Add New / Open existing Supplier record
To add a new supplier click on the Add Supplier button in the top right of the screen.
Note: the new supplier name MUST BE UNIQUE
To open an existing record simply click on the supplier name in the supplier name column of the grid
Entering a new Supplier
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Details Tab
Supplier Name
This must be unique and may contain alpha-numeric characters
Supplier Type
Use the Drop down box to select from:
SubContractor For example an outside firm that you subcontract work out to, or a Owner Driver that you pay / Job
Employee This could be an employee of your company or an employee of one of your subcontractors
CX Member A Courier Exchange Supplier that you give work to
PDAIf you wish to set up a specific device for Journease Mobile irrespective of the driver
NOTE:
SubContractors and Employees MUST be set up before you can use them on a Job.
CX Members can be assigned to a Job through the CX integration and a Supplier Record will be automatically set up for them
Supplier Address
Address Line 1
Postcode - Once geocoded will automatically fill in the City (NOTE: If postcode cannot be Geocoded then you will not be able to route to/from this address)
Department Code
If using SAGE as a third party accounts package this will need to be set to match the Sage Department Code for suppliers, otherwise set it to 1
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