Articles on: Purchase Module

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


  1. Select the menu Order and Partner
  2. Press the Create button.
  3. Fill in the details completely.
  4. Press Save




Edit Partner


  1. Select the menu Order and Partner
  2. Select the partner you want to edit.
  3. Press the action button ' ... ', select Edit.
  4. Edit the information as needed.
  5. 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