Setup
You will need the Suppliers module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions ticked in your security group:
can view supplier list page
can add supplier
Click here to learn about permissions and security groups.
Suppliers are required for you to raise Purchase Orders in Uptick as they are linked to your contacts in your accounting partner and tell us which contact the purchase order will be raised against.
How to create a supplier and link it to the Accounting Partner
1. Navigate to People > Suppliers and click Create Supplier.
2. Provide the Name of the Supplier and click Save Supplier.
3. Click Create New (to create a new supplier in your accounting partner) or Link icon (to select and link an existing supplier).
Available fields on a supplier
Available fields on a supplier
Name: name of the supplier.
Reference: Reference code you use for the supplier if applicable.
Business Number: Supplier business number.
Active: If this box is unchecked, the supplier will be inactive
Bills Due: Set due dates for bills raised for this supplier based on the number and available options: Days after, Days after the end of the month, Of the month, or Of the following month.
Accounting Organisation: Leave this blank to use the default accounting partner.
Purchasing contact details: Name, Email, Email CC, Mobile, Address of the contact to receive purchase orders from Uptick
Accounts contact details: Name, Email, Email CC, Mobile, Phone BH, Phone AH, Fax, Address of the contact for purchase order bills in your accounting system.
Video
How to edit a supplier
Navigate to People > Suppliers and view the supplier.
Click Update, then update the available fields and click Save Supplier.
Update the fields and click Save Supplier.
If the supplier is linked to your accounting partner, you can only edit Purchasing contact details in Uptick. You'll see the message "This Supplier is linked with your Accounting Partner. It will update itself automatically, so only limited fields can be edited here." To change the supplier's Name or any other detail, edit the contact in your accounting partner. The change comes through to Uptick on the overnight sync, or you can click the sync icon (đ) in the Integration section to update it straight away.