Suppliers
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      3. Suppliers

      How to create or edit supplier contacts

      Supplier contacts help maintain communication with suppliers, provide a point of contact for inquiries, and avoid supply chain disruptions.

      STEPS: 

      1. Navigate to Master Files > Suppliers
      2. Use the Filters to narrow down your search or scroll through the list of Suppliers
      3. Select a Supplier
      4. Click on Settings and select Supplier Contacts from the list. 
      5. Enter the required fields. 
      Supplier Information Description
      Contact Name  Required - The supplier contact name - will appear in the header section of the Purchase Orders and Payment Remittance Advices.  
      Supplier  This will auto-populate with the Supplier name.
      Position Supplier contacts position - will appear in the header section of the Purchase Orders and Payment Remittance Advices.
      Email

      Supplier contacts email - required when sending purchase orders or payment remittance advices to the contact directly from Accountability.

      This email is also used to automatically assign the Supplier to electronic invoices received in the Accountability's Incoming Supplier Invoices inbox. 

      In case a Supplier contact has multiple email addresses, users can then place it all on the same email field and separate each address with a semicolon like so - maria@counta.com; em@counta.com; joanne@counta.com.
       Phone 

      Supplier contact numbers - Optional

      • Direct 
      • Office 
      • Mobile 
      • Fax

      Address 1

      Address 2

      City

      State

      Country

      Zip Code

      Supplier contact's address - This will appear in the header section of Purchase Orders and Payment Remittance Advices.
      Default Purchase Order Contact?

      Check the box if this contact is to be the default for purchase orders for this supplier.

      When a new order is created - the contact defaults to the designated 'Default Purchase Order Contact' for the supplier, but this can then be changed at the order level.

      Note:  Changing the default purchase order contact for the supplier will not update or change the contact assigned to existing purchase orders.
      Default Payment Contact?

      Check the box if this contact is to be the default for payments for this supplier.

      When a new payment is created - the contact defaults to the designated 'Default Payment Contact' for the supplier, but this can then be changed at the payment level.

      Note:  Changing the default payment contact for the supplier will not update/change the contact assigned to existing payments.
      Active

      Check the box to make the Supplier active or inactive. 

      4.     Click on the SAVE button.  

       

      You can also import contacts by navigating to MASTER FILES > Suppliers and clicking on the Excel – Contacts button.