Creating supplier accounts

You can create suppliers in the following ways:

Creating suppliers individually

In order to be able to create a supplier, a user has to have the appropriate user right.

Enable the user right by doing the following:

  1. Navigate to System / Users and Passwords.
  2. Enter (or select) the appropriate user in the User text box.
  3. Enter the appropriate password, if required in the Password text box
  4. Click on the Other tab.
  5. Enable the Allow Creation of Creditor Accounts user right.
  6. Click the Accept button.

Navigate to the correct window

  1. Navigate to Creditors / Account Maintenance.

Create the supplier

  1. Enter a six-character code for the account in the Account Number text box.
  2. Press Enter.
  3. Check that the following confirmation window has appeared: The account does not exist – do you want to create it?
  4. Click the Yes button.
  5. Enter the name of the account in the Name text box.
  6. Enter (or select) the correct currency code for the account in the Currency text box.
  7. Enter any other fields that you might deem necessary at this stage.

Save the supplier

  1. Click the Accept button.

Bulk importing suppliers

Download the template

  1. Download the Excel template at the bottom of this guide.

Create the CSV file

  1. Complete the spreadsheet with the relevant account information.
  2. Save the file as a spreadsheet in order to reference it later if needed.
  3. Remove all headings, instructions and other tabs.
  4. Save the file as a CSV file.
  5. Close the file.
If the file is not closed, you will get an I/O Error 32 when trying to import the file.

Navigate to the correct window

  1. Navigate to System / Import Utilities / Accounts / Import Creditor Accounts.

Upload the CSV file

  1. Select to overwrite existing accounts in the Overwrite Existing Creditor Accounts checkbox, if you wish.
  2. Click the Open File button.
  3. Select the appropriate file and click the Open button.

Check the import

  1. Make sure that you are happy with all the account information before performing the import.

Import the suppliers

  1. Click the Accept button.

Download the template here:

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