What is supplier?

A supplier is a person or company that provides goods or services to another company. Suppliers play an important role in the supply chain, as they are responsible for providing the raw materials, components, and services that businesses need to produce their products and deliver them to customers.

How to open a supplier in Easy Account Software

To open a supplier in Easy Account Software, follow these steps:

1. Click on the Masters→ Supplier menu.

2. The Supplier List form will appear. It shows all of the suppliers that you have entered into the software.

3. There are filtering options at the top of the form to filter the supplier list by name, location, phone number, and mobile number.

4. To open a specific supplier, double-click on their name in the list.

5. The Supplier Details form will appear. This form shows all of the supplier’s information, including their contact information, shipping address, and billing address.

6. To edit the supplier’s information, click on the Pencil icon in the top right corner of the form.

7. To delete the supplier, click on the Red Cross icon in the top right corner of the form.

Important: You can only delete a supplier if there are no transactions associated with them.

By clicking the green color “New” button in the above form you can create new Supplier. The Supplier form is like figure below.

How to add a new supplier in Easy Account Software

To add a new supplier, follow these steps:

1. Click on Suppliers 

2. Enter the supplier’s information in the fields provided. The supplier’s name is required and must be unique.

3. Click Save to add the new supplier.

How to view and edit supplier details

To view or edit supplier details, follow these steps:

1. Click on Suppliers 

2. Double-click on the supplier whose details you want to view or edit.

3. Make any changes you want and then click Save to update the supplier’s information.

How to delete a supplier

To delete a supplier, follow these steps:

1. Click on Suppliers in the side menu.

2. Select the supplier you want to delete and then click the Delete button.

How to enter the bill-wise opening balance of a supplier

To enter the bill-wise opening balance of a supplier, follow these steps:

1. Click on Suppliers in the side menu.

2. Double-click on the supplier whose opening balance you want to enter.

3. Click on the Bill Wise button.

4. Enter the opening balance for each bill in the corresponding field.

5. Click Save to update the supplier’s opening balance.

Additional :

• The Code/Alias field is optional, but it can be useful for identifying suppliers quickly and easily.

• The Country field is required, but you can select any country from the list.

• The Address, PIN Code, and Details fields are also optional, but you may want to enter this information if you have it.

• The Location field is used to store the supplier’s shipping address. If you do not need to track shipping addresses, you can leave this field blank.

• The Routes field is used to store the supplier’s delivery routes. This field is only relevant if you are using Easy Account Software to track deliveries.

• The Assets field is used to store the supplier’s assets, such as inventory or equipment. This field is only relevant if you are using Easy Account Software to track assets.

• The Opening balance, Dr, and Remarks fields are used to track the supplier’s account balance and any outstanding transactions. You do not need to enter any information in these fields when creating a new supplier.

• The Opening Date field is used to store the date when the supplier’s account was opened. This field is automatically populated with the current date when you create a new supplier.

• The Billwise field is used to indicate whether the supplier’s transactions should be billed individually or on a summary basis. If you are unsure which option to choose, select Billwise.

• The TRN field is used to store the supplier’s tax registration number. This field is only required in certain countries.

• The Contact person, Salesman, and Mobile fields are optional, but you may want to enter this information if you have it.

• The Branch Code field is used to store the supplier’s branch code. This field is only relevant if you are using Easy Account Software to manage multiple branches.

• The Customer Group field is used to classify the supplier. You can create different supplier groups based on their size, industry, or other criteria.

• The Fax, days, Credit Amount, Credit Limit, Active (Live), Verified, Current Balance, Dr, Payment Mode, System Default, and Images fields are not relevant when creating a new supplier.