Creditors Setup

Creditors > Configuration>Creditors Setup

This is where the user creates a new Creditor or search for existing.

System buttons

Search button allows a user to search using Basic Search Tab and Custom Search Tab

Basic Search Tab - if the creditor’s code in the basic search fields and other fields are left blank, this will bring back all the creditor’s listed in the system sorted alphabetically. If the cursor is placed on Name at the column head, this will sort the names A-Z or Z-A as preferred.

Custom Search, Custom search searches according to the category selection on the drop-down arrow

Main Tab	shows a list of all creditors added on the system
Details Tab	shows details of selected creditor
Address Tab	shows the selected creditors address
Contacts Tab	shows creditor’s contacts
Standard Tab	has four buttons
Insert	to create a new creditor.
Amend	to make changes onto an existing creditor.
Delete	to delete an existing creditor provided the creditor has no transactions linked to it.
Insert Note	Allows a user to interact with the creditor via sms or email and only if the contact person has an email address for emailing and cell number for sms.
Print Tab	has two buttons
Print button	allows a user to print all the creditor’s listed in the system sorted alphabetically.
Export button	to exports creditors list to excel spread sheet.
Import Tab	has one buttons
Import Contacts button	Import from the excel sheet to the system