How to Add Edit and Delete Purchaser

Overview:

Purchasers is a form where you can maintain the company's purchasers, people whose job it is to purchase goods and services for the company. This function is useful for generating various reports related to Accounts Payable. 

Procedure:

How to add a Purchaser

1. In Navigation pane, go to Account Payable > Purchasers

2. In Purchasers list view, click Add

3. Supply the fields with data;

• Purchaser #: This is a compulsory field with a maximum length of 20 alphanumeric characters.

• Name: This is a compulsory field in which you need to indicate the name of the purchaser.

• Active: This is a function to set if a purchaser is still used. If a purchaser will not be used anymore, disable the toggle to make it inactive.

• Default (Optional)

• Gender (Optional)

• Mobile (Optional)

• Email Address (Optional)

• Salary (Optional)

• Manager (Optional)

• Default Team (Optional)

• Date Joined and Left (Optional)

• Remarks (Optional)

4. Once done, click Save or Save & Close

How to Edit Purchaser

1. In Purchasers List View, click Code to open, then click Edit.

2. Apply necessary changes. Once done, click Save or Save & Close

How to Delete Purchasers

1. In Purchasers List View, tick existing purchaser then click Delete

2. When the confirmation message prompted, click Confirm Delete

Application:

Purchaser is now available for selection in Supplier Maintenance and Transaction forms.

System Scope: QNE AI Cloud Accounting / N3 AI Accounting