Supplier Records List and Edit Views
Suppliers are often referred to as Creditors or Accounts Payable. They represent individuals or businesses that the organisation purchases goods or services from.
All the relevant Supplier information can be entered in QuickEasy BOS, including contact details, addresses, registration information and credit terms.
There are two views:
- List View shows a list of suppliers with names and key information.
- Edit View lets you add or edit supplier information (if you have the required access rights).
List View: Default
Buttons Explained
| Button | Description |
|---|---|
| View | Shows the entries that match the selected filters. |
| Arrow on View Button | Reset Data Filter: Resets all the data filters. |
| Recent | Opens a recently viewed record from a dropdown list. The button is hidden if there are no recent items. |
| New | Creates a supplier record. |
| Output | Prints, previews or emails the output if Output Templates are set up for the module. Export: Exports the list in .xlsx, .htm or .csv format. |
| Actions | Changes multiple records (select them with Ctrl + left-click). The options are:
|
| Menu | View Changelog: Opens the changes made to the contacts and their attributes. Views Settings
|
Filters Explained
| Filter | Description |
|---|---|
| Set | Select a date option (e.g. No Date, Today, This Year). |
| Navigational Arrows | Adjusts the date in the direction of the arrow. |
| Date … to … | Set your own dates (depending on the selection under Set). |
| Created (radio button) | If selected, shows only the records created during the selected period. |
| Updated (radio button) | If selected, shows only the records updated during the selected period. |
| Category | Select All or a specific category to show its entries. |
| Status | Check one or more statuses to show only the entries with those statuses. If no boxes are checked, all the entries appear. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the entry. |
| Status | The current status of the entry. |
| Name | The supplier’s registered name. |
| Known As | The supplier’s trade name. |
| Reg No. | The supplier’s registration number. |
| Code | The supplier’s code. |
| Categories | The categories that the supplier is in. |
| Accounts | The contact person for accounts. |
| Currency | The supplier’s currency. |
| VAT No. | The supplier’s VAT registration number. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was last updated. |
| Updated By | The user who last updated the entry. |
| Language | The supplier’s language. |
 | A context menu (also opened by right-clicking the entry) with the following options:
|
List View: Accounting
Buttons Explained
| Button | Description |
|---|---|
| View | Shows the entries that match the selected filters. |
| Arrow on View Button > Reset Data Filter | Resets all the data filters. |
| Recent | Opens a recently viewed record from a dropdown list. The button is hidden if there are no recent items. |
| New | Creates a supplier record. |
| Output | Prints, previews or emails the output if Output Templates are set up for the module. Export: Exports the list in .xlsx, .htm or .csv format. |
| Actions | Batch Update: Updates all the selected records if confirmed:
|
| Menu | View Changelog: Opens the changes made to the contacts and their attributes. Views Settings
|
Filters Explained
| Filter | Description |
|---|---|
| Set | Select a date option (e.g. No Date, Today, This Year). |
| Navigational Arrows | Adjusts the date in the direction of the arrow. |
| Date … to … | Set your own dates. |
| Created (radio button) | If selected, shows only the records created during the selected period. |
| Updated (radio button) | If selected, shows only the records updated during the selected period. |
| Category | Select All or a specific category to show its entries. |
| Status | Check one or more statuses to show only the entries with those statuses. If no boxes are checked, all the entries appear. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the entry. |
| Status | The current status of the entry. |
| Name | The supplier’s registered name. |
| Known As | The name by which the supplier is known. |
| Reg No. | The supplier’s registration number. |
| Accounts | The contact person for accounts. |
| Terms | The supplier’s terms (e.g. 30 Days, COD). |
| Credit Limit | The supplier’s credit limit. |
| Billing Method | The supplier’s billing method (e.g. EFT, Debit Order). |
| Currency | The supplier’s currency. |
| VAT Type | The VAT Type selected for the supplier. |
| VAT No. | The supplier’s VAT registration number. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was last updated. |
| Updated By | The user who last updated the entry. |
| A context menu (also opened by right-clicking the entry) with the following options:
|
Edit View
- When you click New (button) to create a supplier, you complete the same form as when you create a new Contact > Entity.
- The Supplier interface differs from the Contacts interface in these respects:
- The form shows Edit Supplier as the title.
- The Supplier Attributes and the Currency and Tax attributes are already added.