How to create a New Supplier in Bridge LCS
Suppliers
Suppliers play one of the major roles in logistics business. So, it is important to conserve their data in a secured manner. It is also important to maintain the invoices received from Suppliers for further use.
Supplier Module Carries the following Sub Modules:
- Suppliers
- Supplier Statement
- Aging Report
- Aging Details
- Overview
Working of Customer Module and Supplier Module is homogenous.
Supplier module Sketches the list of **Suppliers along with their contact information **and the respective Person who speak for the company.
In the Actions section, you have choices for exporting in CSV, XSLV, Customize the export and also can Import data.
Refresh is an unique option provided inside the page wherein if you press the refresh button , only the data will get refreshed and not the whole page.
Moreover, within the Export As feature, you have the option to copy and export the data displayed on the page in both CSV and Excel formats.
Suppliers can be created in two methods.
- Through the Supplier Module.
- Through the Quick Creation
Below are the steps to be followed to create customers
Method One
Step One
Go to Supplier --> New Supplier (residing on the right corner of the page). A new popup window will be opened.
Step Two
Once the window is opened , you could see 4 different sections to be filled. The sections are as follows
- General
- Contact
- Communication
- Bank
- Documents
- Remarks
Step Three
Do fill the mandatory details indicated by a red asterisk to complete the supplier creation.
If you want to know the in depth details of the fields available , read the following
NOTE **: You can switch to Supplier page from any module using **Ctrl + Shift + S
Section One - General (*)
Supplier Name (*)
The field has to be filled with the name of the Supplier i.e Supplier Name.
Supplier Name in Local Language (*)
Fill the name of the Supplier in your respective local Language. This data can be used while making Invoices.
Notifying Person(*)
This Field has to be filled with the name of the person who represents the company.
Posting Date(*)
The date in which the Supplier is created.
CR Expiry Date
Company Registration Expiry Date must be entered in this column. You will be sent a notification Email 7 days before the Expiry
Contract Expiry Date
This field needs to be filled with the contract date between company and the customer.
CR ID
Customer Registration ID needs to be included here
TAX NO
TAX NO is not a mandatory column . This can be filled if the supplier wishes to
The Following documents can be added
- Company Verification
- Contract Agreement
- Tax Certification
- Nature Of Business:
Select the Nature Of Business from the dropdown. If you opt for "Port Terminal," the corresponding supplier will be displayed in the "Location In Port" dropdown within the Shipment section when creating a Job.
- Currency:
Choose the currency for the Supplier from the dropdown menu. Please note that the currency cannot be altered once a transaction has been recorded for the supplier.
- Branch Code:
Enter the branch code of the supplier, if available.
- Save as Partner:
If Enabled, Supplier will be created as Customer and will be considered as Partner.
Section Two - Contact (*)
Mandatory details that needs to be included in contact section are
- Address 1
- Address in Local Language
- City
- City in Local Language
- Country
Optional details that can be included are ,
- Address 2
- Zip Code
Section Three - Communication (*)
Basic Communication details like Email Id(*), phone , mobile, extension, fax, website. Multiple Supplier Communication details can be added if required. This can be done by using the button available on the right corner of the section.
Note:Email Id must be Unique for each set of data .
Section Four - Bank
Bank Details can be stored here . Bridge Provides you an option to store multiple bank account details.
The details that need to fed in this section are,
- Account Name
- Account Name with Local Language
- Account No
- Bank Name
- IBAN Code
- SWIFT Code
- Bank Address
- Bank Document
Multiple Banks can be added if required
Eventually Save the details Once all the mandatory datas are filled
Section Five - Documents
Here you can attach the document of the supplier if any.Bridge Provides you an option to attach multiple documents.
Section Six -Remarks
In this option you can provide any comments or remarks.
Method Two (Quick Supplier Creation)
Through Finance
Step 1
Go to Finance --> General Invoice
Step 2
General Invoice --> General Supplier Invoice
Step 3
General Supplier Invoice --> New Invoice --> Supplier --> Add Supplier.
Step 4
In General, Under Shipment Details Agent --> New Agent.
A popup will open where you can fill the required fields to create a supplier.
NOTE: Likewise wherever you are supposed to enter the supplier name , a new supplier can be created with limited features which further can be modified. Quick Creation is used when you forgot to create the supplier initially.
Flow Chart
The Video inserted below explains you the working of " How to create Create supplier " to have a better understanding
Categories Of Suppliers
Suppliers are categorised as General and Blocked
General Suppliers
General has a list of suppliers who you have done business with . Inshort it includes all the suppliers since the start.
**Blocked **has a log where the Suppliers who are being blocked are listed. You can block untrue / disloyal suppliers .Blocked suppliers are invisible in supplier drop downs in the entire system till unblocked manually.
How to Unblock
If you want to unblock a Supplier who you blocked mistakenly , do Right Click on Supplier --> UnBlock.
Suppliers will get into the general category once they are unblocked
Actions : (Edit / Delete / View )
To modify the supplier data do the following steps
Right-Click on the supplier you want to edit/delete
You can observe a list of options such as : Statements, Block. Actions --> View/Delete/Edit.
How To Link Customer
Select Customer from the dropdown and enter a common name. Customer and Supplier name will be changed to a common name.
Advanced Options:
- Memo works well on blocked suppliers as well .
- This can be accessed by double clicking over the supplier Row .
- By double Clicking on the corresponding supplier row you can view the details of respective suppliers.
- Star Rating is Given based on the amount of Business they have done with us.
The Video inserted below explains you the working of " Advance features " to have a better understanding
Updated on: 05/06/2024
Thank you!