Embedded Files
Before adding a new supplier, ensure you have the relevant documents or information needed. Check your organisation's guidelines to make sure all the relevant information is included.
Web's path: Menu > Accounting > Accounts Payable > Supplier Information > Suppliers
Back Office's path: Financials > Accounts Payable > Supplier Master file > Suppliers
On the Web, you will need to click "New", which is found at the bottom of the page.
Then add the relevant information as required by your organisation such as Supplier group, General an Delivery address, Contact info, etc.
Don’t forget to save your work at the end by clicking on the Save button at the bottom of the page for Web, and in Back Office will be on the top menu icon, or by pressing F12.
As with most things on Unit4, when you save your work, you will get a green message confirming it was successfully saved on the Web, or a blue message in the Back Office.
You will also receive the reference number for the new supplier.
Once it is saved, if needed and according to your organisation’s guidelines, add the relevant documentation, such as a supplier form.
Web:
Click on the paperclip icon on the right-hand side > Click “Add a document” > Choose the right folder > upload your document > Save.
Back Office:
Click on the Document icon on the top menu > Click "Add Existing Document" > Click "Browse..." to upload your document > Save (icon or F12) > you will see it added in the Document Archive screen under the relevant folder.
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