Company Name: This is the name of your supplier. This will be displayed in recipes, orders, invoices etc
Supplier Code: This is how you want the supplier to appear on any data exports, such as a purchase invoice export.
Account No:
Product/Service: This is a free text field to indicate what you buy from this supplier.
Catalogue Reference: This is hidden for most clients. It is the information used by IndiCater to link to the supplier to the supplier portal.
Outlet Brand: You can choose to link your supplier to one of your outlet brands. This will restrict the use of this supplier when building recipes for brands.
Allow Back Order: Ticking this enables your users to use the back order functionality for orders with this supplier.
Default Purchasing Category: The default category should be the one most likely to be used in invoices for this supplier. We use the default category where there is no other way to determine what the correct catgeory category should be, for example if the supplier send an electronic invoice for a telesales order.
Name: The name of your account manager for the supplier.
Email(s): It is essential for all orders placed through IndiCater to either an email address in this field or email addresses set up for depots if depots are being used. This is the email address that purchase orders need to be sent to and that credit note requests are sent to. You can add multiple emails addresses. If your supplier has depots and different email addresses for each depot, that will be set up in a different field in the supplier record and so this field can be used to store the account manager's email.
Email addresses are still required for EDI suppliers as this is how we sent a request for credit.
Job Title: Optional field to capture data if you wish
Telephone: The number to contact your supplier
Mobile, Main Fax, Address, Post code, Website, Third Party Intro, Notes: These are all optional field to capture data if you wish.
EDI Supplier: This needs to be ticked if the supplier is sending electronic invoices via EDI. It is likely that IndiCater will update this when integration is activated.
EDI Activation: This is the EDI activation date.
Account Number Matching:
Export Exclusion: This gives you the option to tick a supplier to be excluded from your data exports. If you want to use this, please contact IndiCater as further set up will be required.
Bank Holiday Delivery: Tick this if your supplier delivers on bank holidays.
Minimum Order Value: Enter Enter a value if your supplier has a minimum order value greater than zero. This will apply to all orders created for this supplier and so applies to all outletsall outlets.
Auto Adjustment Book Off: Ticking this gives the outlet user the option to amend the total net value of the order when booking off rather than having to accurately amend the line item quantities. This is predominantly used for suppliers who sell by the weight.
Catalogue Approval Options: These options give you choices about what you can and can't see/decline when approving catalogues for this supplier.
Integrated Supplier Extra Manual Email Order: This can be ticked if the supplier is integrated with us to received electronic order but still wants to receive each order by email. This is predominantly used by suppliers who work with multiple local suppliers.
Credit Notes: Integrated suppliers still need email addresses in their supplier records (primary / depot) because credit note requests raised when booking off orders are still emailed to the supplier
Notes per Item: This enables the user to add a note to each item when creating their requisition. This is predominantly used for butchers, fishmongers, fruit and veg suppliers etc to give them preferences about cuts, ripeness etc. This can't be activated for suppliers who received integrated orders.
Order non catalogue item: This enables the user to add a free text item to a catalogue order. This could be used to add a delivery charge, a special etc but please check with the supplier before activating this.
Clean Invoicing - If ticked, the user will be advised that this is a clean invoicing supplier when they reduce the qty of an item when booking off their supplier orders. It will read ‘The supplier will consolidate the invoice and any request for credit, and send an invoice for the total adjusted amount rather than an invoice and separate credit note.’ It will also give them an earlier option to complete the booking off without requesting a credit note rather than automatically sending them to the Request for Credit page.
Invoicing Notes - Notes added here will be displayed to the outlet user when they reduce the qty of an item when booking off an order. Use these notes to give details of the supplier’s credit note request process where necessary.
Prevent Manual Entry Invoice - Use this to prevent a user from manually entering invoices for a supplier, for example for those suppliers who send EDI invoices.
Archive: This archives the supplier record.