Suppliers
Introduction - Suppliers.
in FinalBooks, you can add customers or suppliers that you deal with in your business.
For creating purchase transaction like invoices or purchase orders, you will have to add suppliers in your organisation. For creating sales transactions like bills and sales orders, you’ll have to add suppliers.
There are two ways of adding customers/suppliers in FinalBooks:
- Create from Customer and suppliers creation page
- Import Customers/Suppliers
How to Create Suppliers.
- Go to the MASTERS menu and select SUPPLIERS.
- Click the + ADD NEW button in the top right of the page.
- Enter DISPLAY NAME AS.
- Select GSTIN TREATMENT.
- Click ADDRESS INFO TAB in the top of the form.
- Select COUNTRY and STATE.
- You can add other details such as their ADDRESS INFO, PAYMENT INFO and OTHER INFO by navigating through the different tabs at the top of the form.
- After entering all the details, click SAVE.
| Fields | Description |
|---|---|
| GST Treatment | Select the type of GST treatment you want to associate with the customer. |
| Place of Supply | Select the place of supply of the customer. |
| Opening Balance | Enter the opening balance of the customer (if any). |
| Credit Limit | A credit limit can be set for the customer. |
| Address | Add a shipping and billing address. |
| Contact Persons | Add contact persons to be associated with the customer. |
| Custom Fields | Assign a default value for the custom fields of the customer. |
| Customer Type | Select Business for B2B customers or Individual for B2C customers. |
There are a host of other actions that you can perform on a supplier in FinalBooks.
- View Suppliers
- Request GSTIN
- Edit Suppliers
- Delete Suppliers
- Print Envelope.
How to Request GSTIN in Suppliers
- Go to the INVOICE menu and select SUPPLIERS.
- Click Action-->Request GSTIN in the right of the list.
- Enter Supplier's MOBILE NUMBER.
- After entering number, click YES.
How to Edit Suppliers
- Go to the INVOICE menu and select SUPPLIERS.
- Click Action-->Edit in the right of the list.
- After updating all details, click UPDATE.
How to Delete Suppliers
- Go to the INVOICE menu and select SUPPLIERS.
- Select Action-->Delete.
- Click DELETE IT to confirm.
How to Print Envelope Suppliers
- Go to the INVOICE menu and select SUPPLIERS.
- Click Action-->Print Envelope in the right of the list.
- Select ENVELOPE TEMPLATE
- After selecting template, click PRINT.
How to Create Suppliers.
Video hosted on youtube.com
