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. This guide outlines how you can set up your suppliers and make sure they're properly connected to your accounting integration.
Supplier setup
1. Click Users > Suppliers > Create Supplier
2. On the following page, fill out all the applicable fields.
General | 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 and will not be available to select from any part of Uptick until it's made active again. Bills due Allows for due dates to be set on the bill raised for this supplier based on number provided and the associated options. The available options are:
|
Accounting Integration | Leave this blank to use the default accounting partner. |
Purchasing Contact details *Contact Name and Email are necessary for PO's to function properly | The contact you want to send your purchase orders in Uptick to.
Contact Name* Contact Email* Contact Email CC Contact Mobile Contact Address |
Accounts Contact details | The contact you want your purchase order bills (supplier invoices) to send to in your accounting organisation. We will push this information in for you when you create & link your supplier with your accounting partner.
Contact Name Contact Email Contact Email CC Contact Mobile Contact BH (Business Hours) Contact AH (After Hours) Contact Fax Contact Address |
3. Once you've filled out all applicable fields, click Save Supplier to finish setting up the supplier. You can edit the setup at any time by viewing the Supplier and clicking Update.
Connecting the supplier to accounting partner
Once a supplier has been created you can connect them to your accounting partner.
Creating a new supplier:
For most accounting partners, this process will create a new contact. We recommend this approach going forward once you start using Uptick to avoid staff having to go into the accounting partner to create new suppliers.
When viewing a supplier, click Create New under the (Accounting Partner Name) Integration section.
After a short time the supplier will be pushed to your accounting partner and will bring across the following supplier details:
Name
Business Number
Active
Bills Due
All the Accounts Contact Details
Linking with an existing contact in your accounting partner:
This approach is not recommended.
When viewing a supplier, click the link icon in the integration panel.
Search and select your existing contact in your accounting partner.
Pushing your existing contacts from your accounting partner into Uptick:
This approach is recommended when you first start using Uptick for suppliers and purchase orders, as it saves a lot of time.
Go to Control Panel > Accounting.
Make sure your accounting integration is set up to 'Create and Update' suppliers.
Click Run Sync.
This will create a new supplier in Uptick for every contact that syncs across from your accounting partner. From then forth, any new suppliers that need to be created can be created from Uptick using the 'Creating new supplier' method listed above.