Adding a Supplier Account to SFM

How to create a Supplier Account in SFM

To create a Supplier account on SFM:
  1. Go to Current Year > Purchases > Supplier Maintenance.

  2. Press on the plus (+) sign on the top left of the screen.

  3. 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.

  4. 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.

  5. 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.

  6. 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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