Vendor
Why have a partner?
To keep a history record of name, address of the partner company is a database in the system
To be able to check documents for correct information
To be used to plan credit periods
Action permissions
Create partners
Select the menu Order and Partner
Press the Create button.
Fill in the details completely.
Press Save
Edit Partner
Select the menu Order and Partner
Select the partner you want to edit.
Press the action button ' ... ', select Edit.
Edit the information as needed.
Press Save
Details in the document
Name
Prefix select prefix Which is related to the tax report P.N.D. 3 and 53 in the Account menu.
Name specify a name.
Account
VAT select in case the partner has VAT registration (Por Por 20)
When Yes is selected, a VAT column will appear on the purchase side document.
When No is selected, the VAT column will not appear on the purchase side document.
Tax Identification Number enter 13 digit identification number.
Branch specify branch name
Branch Code specify branch code.
Chart of Accounts specifies the chart of accounts payable, e.g. Accounts Payable.
P.N.D.53 Press to select in case of partner is P.N.D. 53
💡 Nested Tip: The system will automatically select when selecting prefix as a limited company.
Address
Address specify the address on the company certificate or a copy of your ID card.
💡 Nested Tip: In case the desired sub-district, district or postal code is not found Can notify the Power user of the user company To chat with the Support Nested team to add information.
Contact name
Prefix select prefix
Name specify a name.
Last name specify last name
Nickname enter a nickname.
Position specifies the location
Call enter contact number
Fax enter the fax number.
Email enter your email address.
LineID specify lineID
Bank Account
Bank select bank name
Branch specify the branch of the bank.
Account number enter account number
Note specify a note (if any)
Default check ✓ If the account number is used as the primary
Service Assurance select in case there will be a deduction of the service guarantee from the partner
When Yes is selected, the Ret. column will appear in the purchase document.
When No is selected, the Ret. column will not appear in the purchase-side document.
% Deposit specify the percentage. Deductible contributions such as 5%
Currency select Currency
Other
Language Settings select the language to display on the Purchase Order (PO).
Referring Partner for the case where the partner is connected, e.g. Company A Limited has Company B Limited in the same group.
Search Term enter the key word that you want to use to search for partners such as office equipment.
Note (Internal specify general remark (if applicable)
Attachment attach important documents such as Company certificate, ID card, Phor Por. 20 pages, bank passbook, etc.
Referral Code specify legacy partner ID (if applicable).
Usage
Visible in Company choose the company you want this partner to be able to see.
Disabled tap if you don't want this partner to be displayed for future use.
Updated on: 30/09/2022