The Supplier area is where Supplier Records can be viewed and maintained, it is also where the supplier records are created.
To create a new Supplier select: 
Base information tab
Base information tab
Complete the required information and select Save
Supplier
Organisation Reference
Supplier PL Code
Type
Effective Date
Contract Details
Contract Details
Complete the required information and select Save
Name
Address Line 1
Address Line 2
Country/ State
Town/ City
Postcode
Payment Details
Payment Details
Complete the required information and select Save
Bank Name
Address Line 1
Address Line 2
Address Line 3
Bank Account Name
Bank Account Number
Sort Code/ BSB
IBAN
SWIFT/BIC
Settings
Settings
Complete the required information and select Save
Payment Terms: Mandatory – enter the number of days for the Supplier’s payment terms
Payment From: Mandatory – whatever is selected here will work in conjunction with the number entered in
Payment Terms to calculate a due date to display on the sales invoice - option definitions:
Document Date - the due date will be calculated from the sales invoice date, this is the date that is entered as the invoice date when creating the sales invoice batch. This is how the system currently manages payment terms
Start of the month - the due date will be calculated from the start of the calendar month that the timesheet transaction occurred in
End of the month - the due date will be calculated from the end of the calendar month that the timesheet transaction occurred in
Calendar Monthly - the due date will be calculated for the same day next month
Payment Method: Optional – select appropriate options BACS (bank transfer), or Cheque
ACN/ABN/Company Number: Optional – record Company number of Supplier
VAT Number: Optional – record VAT number of Supplier
Tax Rate: Mandatory – choose if the Supplier’s tax rate will be 0% or 20% or Custom
Grouping By: Mandatory – choose from the following options how the Supplier’s invoices should be grouped:
· Supplier – one invoice per supplier per period
· Candidate – one invoice per candidate for the Supplier per period
· Assignment – one invoice per assignment per contractor per period
· Timesheet – one invoice per timesheet
Create Remittances as self bill invoices: Tick this box to raise Self Bill Invoices rather than Payment Remittances
Automatically send purchase invoices: Ticking this box means that once the remittance batch has been run, a self-billed invoice will be produced for the supplier
PEO Uplift: Ticking this box enables PEO Uplifts to be added to Assignments for this Supplier
Delivery Email: Optional – enter in the email of the Supplier contact for self-billed invoices to be sent to
HMRC Exempt: Tick this box if the Supplier is HMRC exempt
Supplier Setup Complete:
Once all the above fields are filled out and saved, your Supplier is fully set up in Quartz.