This overview will teach you all you need to know about suppliers within Commusoft. It will walk you through each page within the supplier module. It is important that you go through these links in order and read all of the information carefully.
If there is something else you would like to know about suppliers within Commusoft, please use the search at the top of this article.
If you don't have the supplier module you can increase your access to the system by calling our sales team, or contacting email@example.com
The following lessons will walk you through basic use of suppliers. Click on the title to view the articles in a new tab, or skip past that section to read a more general overview on this article.
Add a supplier
This article will teach you how to add a supplier. Before you can add any purchase orders, invoices, payments, or credit notes you need to add suppliers.
This article will teach you how to edit supplier details.
Add purchase orders
This article will teach you how to add purchase orders. You can add a purchase order at any time.
This article will teach you how to add invoices. You can add invoices through completing purchase orders, or you can type your own. You can add multiple invoices for one job.
This article will teach you how to add payments. You can add multiple payments against one invoice.
Frequently asked questions
This is a section of articles written specifically for common questions our support centre get asked.
What are: Suppliers
Suppliers are companies or individuals that you purchase parts from. You can add as many as you need but only the ones you choose to ‘Pin’, will be displayed on the ‘suppliers’ page under ‘Pinned suppliers’. You can see a list of all of the suppliers with the ‘View all suppliers’ button in the ‘Supplier overview’ section.
Your ‘Supplier overview’ will show you the total amount of payments due (or overdue as the case may be).
Having a pinned supplier is useful when you have large numbers of suppliers as it can save you searching through for suppliers that you use on a regular basis. The pinned suppliers are displayed in such a way to make it clear how much is owed in each case. You can pin as many as you need to.
The suppliers you choose to mark as ‘Favourites’ will be defaulted options when you are setting up parts lists for your estimates.
How to use: Suppliers
You can easily add a new supplier from the Suppliers tab with the 'New supplier' button. You simply need to fill in the required information (fields marked with a red asterisk) and click 'save' in order to set them up. Once created, you will have a number of tabs on the suppliers' profile pages:
- Supplier details:
As well as general details such as contact details and VAT registration, this page will also show you lists of purchase orders, invoices, credit notes, and returns. All of which, you can add to from here if need be.
- Notes & communications:
From here, you can add any internal notes that may be important regarding this supplier. As well as this, you can send external communications to the supplier via email or SMS. You can even create records for phone calls.
This page lists all of the contacts that are associated with this supplier. You can add or remove them as and when you need to, as well as editing their personal details.
This lists all of the branches associated with the supplier. Here too, you can add, edit or remove any branches once they’ve been added.
- Attached files:
Where the attached files are stored and displayed, you can delete, view, or download them. They can be added using the ‘Add new file’ button and these will be displayed with the date they were added as well as the file name, size and format (PDF etc.).
- ‘Pin suppliers to home screen (they can also be unpinned)
As mentioned above, this is an easy way to have your most often used suppliers shown on the supplier screen without you having to search them out individually.
- ‘Set as favourite’
This option will default this supplier to be the first option when you’re creating a parts list for an estimate (screenshot).
- ‘Cash allocation’
This is a way of collecting a single payment for the accumulated costs of multiple invoices rather than individual payments for each one.
If you no longer need or work with a supplier, you can remove them from the Commusoft platform with this option.