Buttons and Field Names | Description |
Supplier Details button | This button opens the Supplier Details form allowing you to enter information about the Supplier. |
Supplier BBBEE Details | Allows you to capture the Suppliers BBBEE certificate information. Due to BBBEE statuses and certificates becoming a mandatory requirement for most South African companies, these need to be up-to-date at all times. |
Contact Details button | This button allows you to add additional Supplier contacts that will be used when sending out documents from Chase to that Supplier. |
Linked Users | Allows you to link Chase users to the Supplier. |
Company | The trading name of the Supplier. |
Telephone | The Supplier's telephone number. |
Fax | The Supplier's fax number. |
Email | The Supplier's main contact email address. |
Notes | Enter additional information about the Supplier. |
Type | Select if the Supplier is Active, Inactive, Internal, etc. By default, the Supplier type will be set to Production Supplier. |
Contra Acc# | If your agency uses a contra account to analyse Supplier returns, enter the appropriate account in the Contra Acc# field. |
Holding Company | If the Supplier is part of a group, enter the group name in the Holding Company field. |
Financial Year End | Enter the Client's financial year end date in the Financial Year End field, for reference purposes. |
Account Cut Off Day | Select the day of the month after which no more transactions for the Supplier may be paid. This is not an enforced item; it only serves as a reminder. |
Credit Approved checkbox | If there is a credit payment agreement in place, check the Credit Approved checkbox if the Supplier has been approved, or leave it unchecked if not required. |
Order Number Required checkbox | Check the Order Number Required checkbox if required on financial documents, or for integration purposes with your accounting package. |
User Rating | Specify the BBE User Rating by entering the percentage in the User Rating field. |
Postal Address | The Supplier's address at which they receive mail or where the company is located. |
Postal Code | The Supplier's Postal Code. |
Physical Address | The Supplier's Physical Address. This address may also be used on Supplier Invoices as the delivery address. |
City | The City where the Supplier is based. |
Client AE | Select an Employee (User) that will be the main contact in your agency for that Supplier. |
Inv. Controller | The Inv. Controller is the Employee (User) who will be responsible for payments for the Supplier. |
Default Contact | The main Supplier Contact with whom the agency will communicate. |
Payment Terms | Payment Terms are conditions under which a seller will complete a sale. Typically, these terms specify the period allowed to a buyer to pay off the amount due and may demand cash in advance, cash on delivery, a deferred payment period of 30 days or more. This will automatically appear on related financial documents but can be edited during entry. |
Tax No | Enter the Client's tax reference number (South Africa uses the term: VAT) that will show on related CEs and Tax Invoices. |
Default % Tax | Enter the default sales tax rate for the agency's region, e.g. 15%. |
Default Currency | Select the Default Currency for this Client should it differ from the home currency. The options list can be defined by navigating to Config > Currency Codes. The home currency can be defined with Config > Company Configuration > Company Details > Company Settings. |
Sent Emails | The Sent Emails tab will show the log of emails sent to any of the Contacts for the related Supplier. |
