Suppliers

The Upsilon Suppliers option allows you to manage all aspects of your companies supplier base.

For further help on the grid and form options click the respective tab pages below.

Upsilon Suppliers grid allows you to browse, filter and sort the supplier accounts that you have created within the Upsilon suppliers module.

TIP: Clicking the pencil icon will launch the form in edit mode for the selected record.

Toolbar

Toolbar Item	Description
	The Quick Search option can be used to quickly filter the grid. NOTE: Fields searched by the Quick Search option are Account Reference, Company Name, Postcode and Contact Name.
	Add New record.
	The search button can be used if a more detailed search is required. Using this option the grid can be filtered by any value in any field.
	The Export button is used to export the grid records to an external, downloadable data file. Supported file formats are MS Excel, CSV and XML. At time of export there are also options to specify which columns are included in the exported data along with other file type specific options.
	The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns. The status of the grid can also be saved so that the required grid status can be loaded again at a later time.
	Refresh the grid.
	Calls context sensitive help system.

The Upsilon Suppliers form allows you to edit, save or delete the selected supplier record.

Toolbar Item	Description
	Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode.
	Save the form.
	Delete the current record. NOTE: The system will not allow deletion of a supplier record if it is in use within the debit notes, purchase order or if it has products supplied records defined.
	Call the context sensitive help system.
	Return to calling grid.

Field Name	Notes
Account Reference	The Account Reference field Is editable only upon adding new records and must be unique within the Suppliers option.

Tab Name	Description
Supplier	The Supplier tab is where basic account information can be added and updated such as company name, address and contact details. There is also an option to perform a postcode lookup to ensure that the details entered are correct.
Account Settings	The account settings tab is where the default settings for each supplier are set.
Products Supplied	The Products Supplied tab allows you to build a record of products that you purchase from the currently selected supplier. The Products Supplied option will be automatically updated whenever a product is added to a Purchase Order or Debit Note.
Documents	The Documents tab lists all documents (purchase orders and debit notes) which have been created in the documents module for the current supplier record. The most recent records are displayed first.