How to create a Supplier Account in SFM
To create a Supplier account on SFM:
- Go to Current Year > Purchases > Supplier Maintenance.
- Press on the plus (+) sign on the top left of the screen.
- This will take you to the Supplier Details tab. In the Details sub-tab, input the details for the supplier account that you wish to create. There are four obligatory fields you must fill in before you can create a client account: Code, Name, Currency and Group. The remaining fields are optional.
- When filling in the Currency and Group fields, you can click on the drop-down menu arrow to see all of the available options. Alternatively, when clicking on one of the fields, you can press the keyboard shortcut "?" to open the same list.
- You can also add other relevant details by clicking on the Secondary Details sub-tab. These details are optional when creating the supplier's account.
- Once you have filled all of the required supplier's details, press the Post button in any of the Details or Secondary Details sub-tabs to create the supplier's account.
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