Let's delve into Suppliers, what they are and how they work.
A Supplier account within the system is an account where you can buy parts or services from.
Below is a hierarchy showing where suppliers stand.
Let's get started.
Getting There
To access a Supplier account:
Navigate to the Stock menu.
Then, select Supplier Accounts.
The Supplier Account Details page will open.
Navigation
You can access and manage all your current customer records in the data table on this page. The data can be sorted using keyword searches and filters.
The +Add button adds a new supplier account.
The +Raise PO button allows you to create a Purchase Order from here. This can also be done within the Purchase Enquiry sub module.
The Email Register button allows you to view any supplier emails that have been sent out of the system.
For instance, any automated Purchase Order Confirmations or Goods Received Notes (GRN) that you have set up in the Communications Centre will appear here.
Using the drop-down arrow in the column headings, you can filter what information is shown.
In the same drop-down menu, you can export the data to an EXCEL or PDF document.
The Action Tray offers some additional functions such as:
Edit the account.
Deactivate a supplier account. 
Activate a supplier account.
Upload document to the account.
To deactivate a customer, you can deactivate them from the action tray by clicking the Deactivate button.
If you have a deactivated customer, you can reactivate them from the action tray by clicking the Activate button.
You can also access the Supplier account by clicking the Supplier Account number link.
You can click the expand arrow on an account to view sections as below:
Stock Item List
Supplier Location
Purchase Order History
Creating a Supplier Account
To create a new Suppler Account:
Navigate to Supplier Records.
Here you can create a new Supplier Account via the +Add button.
The Supplier account editor window will open.
In the window, all mandatory fields are indicated with an asterisk *.
General Information
If your Supplier works for you as a Subcontractor, you can enable them as a Subcontractor here.
Subcontractor is an additional paid for module. Reach out to your customer service manager if you are interested.
The Account Number needs to be unique as there is a potential for a PO invoice to be associated with it, this number should mirror the Accounts Package Account number used.
Complete the form as required.
Further down the page, you will find the Order By section. This field lets you select how you would normally choose to pay for your orders with the Supplier.
Then, scroll down to the Warranty section.
Warranty Section
In the Warranty section, you can provide Warranty coverage for all items held by that supplier. This is useful if the supplier offers the same warranty for all items.
Other Details Section
In this section, enter any relevant information for your agreed commercial terms with the supplier:
Mark Up % on parts: Enter your Mark Up% value.
Landed Cost % Uplift: Enter your Landed Cost % Uplift value.
Currency Code: The Currency code is defaulted from your Supplier Account system default.
VAT Registration No: This field is used for the VAT registration number or code.
The VAT code used for this supplier: This is the VAT code used for this supplier.
Carriage VAT Code: The Carriage VAT Code is defaulted from your Supplier Account system default. The Carriage VAT Code likely to be different from the Supplier VAT code, depending on where the shipment is going from/to.
Purchase Order Discount %: Here you can set the discount percentage for the supplier, the discount percent will be used for all purchase orders against this supplier.
EORI Number
HS Codes
Payment Terms: This field allows you to choose how you want the customer to pay, this could be weekly, monthly, annually and so on.
Select the ellipse to open the payment terms list.
If you need to create a new one, click on Add a new payment term.
Additional Information
Further down the page, in the Additional Information section, you have:
Notes
Approval Status
Integration Profile
Approval Status: An Approval Status is used to rate a supplier's approval rating. An Approved rating is usually given to a supplier who has had credit checks or provides authorised parts, such as Toyota-approved parts.
Another example is if you have a subcontractor who charged you for the work but didn’t complete it, they would be labelled as Not Approved.
You can edit or add a Supplier Approval Status via the ellipsis.
The Approval Expiry date is set by the Approval Status selected.
This date is set based on the Approval Status - see above Expiry days assigned to the Status Description.
Integration Profile: You can use the integration profile if you use TVH and the TVH's 'my total source' app.
Using the ellipsis, it is easy to select an existing Integration Profile or you can add a new one via the +Add button.
When you create a new one, the Integration Profile window will open.
Enter Profile Name, Type and URL.
Raising Purchase Orders
From the Supplier Account Details page, you can raise a Purchase Order.
Just under the search bar, click +Raise PO.
Email Register
The Email Register give you the ability to see what email have been sent to a Supplier and their status.
From the Supplier Records home screen.
Click Email Register.
This opens a list of all the emails sent.
Viewing an email's history (aka Email events) can be done via the Action Tray.
Email Events gives you further information about the status, date and reason of the email event.
Putting a Supplier on Stop
Putting a Supplier On-Stop, no POs can be raised against the Supplier.
You can access this option by opening and editing the supplier record via the Action tray.
Once the editor window opens, in the General Information section:
Tick the box Supplier On-Stop.
Congratulations! You have created a Supplier.