Suppliers BT

Marlin GTX enables supplier records to be added and maintained for purchasing, invoicing and supplier account management.

Supplier records store account details, payment terms, contacts and supporting information used across purchasing and accounts workflows.

Suppliers can be viewed and edited by selecting Main > Suppliers > Manage Suppliers from the menu bar.

Adding Suppliers

Suppliers can be added by clicking on the Add button at the top of the Manage Suppliers window.

Enter the supplier's details in the the Add Supplier window that opens.

Supplier Account Information

Supplier account settings and payment terms can be set by clicking on the Options tab.

Assigned payment terms will be selected by default when supplier invoices are entered.

Different payment terms can also be selected on individual invoices if required.

Supplier Contacts

Contacts can be recorded against suppliers for ordering and document delivery.

To add a contact:

• Open the supplier in Edit mode
• Select the Contacts tab
• Click Add
• Select an existing contact or add a new one

Supplier Documents

Default document delivery preferences can be set on the Documents tab.

To set the default document delivery method:

• Enter the contact details, if required
• Select a method to set it as the default
  • To allow a different method to be selected: Tick the Allow Override of Delivery Method During Transaction checkbox
  • To save a copy of sent email or Megalink documents: Tick the Print Sent E-Documents checkbox

Supplier SMS

Suppliers with mobile numbers can be contacted using 2-Way SMS from the SMS tab.