How To: Create New Supplier

  1. Open a Supplier screen (show me how).
  2. Press Ctrl+N or click the New item icon is the button bar's NEW button .
  3. If you are a licensed KPAF (Khaos Control Postcode Address File) user, click the postcode lookup button The postcode lookup button or press the F4 key.
    1. Type the postcode in the Search box.
    2. Press Enter.
    3. Type the house number in the # box.
    4. Click OK.
      Note: The address is automatically entered in to the new supplier dialog box.
  4. Enter the following details in the relevant field (the field names below that are in bold are compulsory):
    • The URN (Unique Reference Number) is the next sequential number generated by Khaos Control.
      Note: the URN can be entered manually (by typing over the suggested value) or left as the next default number. If you have suppliers that you use frequently then changing the URN to easily remembered characters will help your users, for example KC for Khaos Control Solutions Ltd.
    • Enter the company name.
    • Enter the company website address.
    • Enter the company's primary contact details in the title, forename and surname fields.
    • Enter the job title of the company's primary contact.
    • Enter the mobile phone number of the company's primary contact.
    • If you have not purchased KPAF, you will need to manually enter the address including address line 1, town and postcode in the relevant fields.
    • Enter the company's telephone number.
    • Enter the company's fax number.
    • Enter the company's email address.
      Note: the system will check that the email address is valid i.e. it contains no spaces and has the correct syntax [TEXT]@[TEXT].[TEXT].
    • Select the company's trading country from the drop-down list.
    • Select the company's class from the drop-down list for example Trade or Supplier.
      Note: these must be setup before creating new suppliers.
    • Select the company's type from the drop-down list.
    • Select the mailing type for the company (e.g. our use and no 3rd parties) from the drop-down list.
    • Tick the Mailing List checkbox if you wish to add the company contact to the email subscribers list. This will tick the E-Mailing List Subcriber checkbox in the [ Suppliers | Detail | Address ] tab.
    • Select a Source and Price List if appropriate.
  5. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the record.
    Note: Trailing spaces are trimmed on contact and address fields when the new record is saved.

Further company addresses and contacts can be added once the main company record has been created.

See Also


Did you find this article helpful?