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)
- 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
Address
- Address specify the address on the company certificate or a copy of your ID card.
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
- % 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