Entering purchases
Step 2: Enter information about the supplier

Step 1 > 2 > 3 > 4 > 5


If you haven't already read the Purchases Overview, see Entering information about the supplier for more information.

To enter information about an existing supplier
To enter information about a new supplier

To change your credit terms for this transaction

To change the exchange rate (if you're using Multicurrency)

To enter information about an existing supplier

  1. Enter the supplier's name, or click the search icon next to the Supplier field and choose a name.
  2. Several fields will be filled in automatically. You can change this information, if you wish.
  3. Enter the invoice number in the Supplier Inv No. field if the supplier gave you an invoice for this transaction.

To enter information about a new supplier

  1. Type the new supplier's name in the Supplier field.
  2. Press ENTER. A search list of existing suppliers appears.
  3. Click Easy-Add. The new supplier's name is added to your Card File, and the search list disappears.
  4. Enter the invoice number in the Supplier Inv No. field if the supplier gave you an invoice for this transaction.

You can continue creating the purchase. Keep in mind, however, that you haven't set up the record for the new supplier. When you have a spare moment, remember to use the Card File Entry window to complete the supplier's record.

To change your credit terms for this transaction

  1. Click the zoom arrow next to the Terms field.
  2. Make the changes you want in the Credit Terms window.
  3. Click OK.

To change the exchange rate (if you're using Multicurrency)

  1. Click the Exchange Rate button.
  2. Enter the exchange rate you want to use for the transaction.
  3. To change the exchange rate for all future transactions, mark the Update Current Exchange Rate in the Currency List with Transaction Exchange Rate option.
  4. Click OK.