Suppliers are assigned to purchasable sales items and purchase item product types and define where those items are ordered from along with the corresponding cost and supplier code information.
Supplier Topics
Adding New Suppliers
Follow these steps to add a new supplier:
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Click Add
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Enter the following details, Main Name | Aztec Name
Aztec+ has enhanced the name fields across the platform, Main Names are now longer fields and will be displayed in all areas in Zonal Connect that may use that field, the Aztec Name field is used to update the existing Aztec module with the same character limits -
Click Add
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Set any additional fields as required, Acquire Integration ID | Account Code | Reference Code | Address / Contact Info
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Configure the Supplier Order Settings
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Configure the Supplier Delivery Settings
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Click Save
Editing Suppliers
Follow these steps to edit a supplier:
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Select the required supplier
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Update any fields as required | click Save
Searching Suppliers
Follow these steps to search for a supplier:
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In the list section click into the search
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Enter the search term, press <enter> or click the search icon, the results will be displayed matching the search term including any mid-word matches
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To remove the search click the remove search icon
Viewing Activity
Follow these steps to view the activity of a supplier:
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Select the Activity tab
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By default todays activity is initially displayed, adjust the date selection to choose either
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1M - last 1 month of changes
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3M - last 3 months of changes
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Custom - date range picker
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Activity will be displayed with the following information
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Date & Time
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User
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Action
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Field Settings & Information
Supplier Details
The details section allows you to set the main configurable information for suppliers.
| Field | Description |
|---|---|
| Main Name | |
| Aztec Name | |
| Description | |
| Acquire Integration ID | |
| Account Code | |
| Reference Code | |
| Address / Contact Details |
Supplier Settings
The supplier settings section allows you to set the main configurable information for suppliers.
| Field | Description |
|---|---|
| Stock Buffer | |
| View All Products | |
| Product Sort Order |
Supplier Order Settings
The order settings section allows you to set the main configurable information for suppliers.
| Field | Description |
|---|---|
| Is B2B Supplier | |
| Assign Default | |
| Estimated Usage | |
| Actual From | |
| Validate Actual Order | |
| Validate Order |
Supplier Delivery Settings
The delivery settings section allows you to set the main configurable information for suppliers.
| Field | Description |
|---|---|
| Cost Prices | |
| Allow Free Items | When enabled free items can be added as part of a delivery note entry |