Supplier Accounts

Marlin Tyre and Mechanical Workshop Software enables the creation of flexible supplier accounts.

If a business has an account with a supplier, their account information can be added to the supplier master file allowing transactions to be applied to the account, rather than having to process payment methods for each supplier order.

To view and edit account information for a supplier, open their master file in edit Mode, by selecting Master Files > Suppliers > Suppliers from the menu bar, and click on the Accounting tab at the top of the module window.

Payments can be made toward supplier accounts using the Supplier Payments module.

Adding Supplier Accounts

If the supplier has no account, then the accounting tab will only show the Create Account button.

Clicking the Create Account Button will show a form for adding a new account.

Supplier Payment Terms

Payment terms can be added to the account using the Payment Terms list on the left of their accounting tab.

To the top right of the Payment Terms list click on the Add action button and use the picker that appears to select the appropriate payment terms.

Multiple payment terms can be added to an account and then selected when finalising supplier orders.

One set of payment terms must be selected as Preferred, which will be the payment terms that transactions default to.

To set the default payment terms, click in the relevant Preferred checkbox.

Payment terms can be deactivated for the supplier account by unticking the relevant Active checkbox.

General Supplier Account Details

Further information about the supplier account can be added using the General section on the right.

If payments toward the supplier account balance will be made by another party, use the Payee picker to select an existing supplier to assign as the payee.

By default, the account's credit status will be set to Ok.

Changing the status to Cash Only will prevent any further transactions from being applied to the account, unless its status is changed back to Ok.

If necessary, the status can be changed to Cash Only, using the Credit Status drop down list.

An account Credit Limit can also be recorded in the textbox below, if desired. However, the supplier account Credit Limit textbox is for informational purposes only and will not restrict excessive transactions from being applied to the account.

If the business receives consignment items from the supplier, the GL account that is used to record the value of the consignment stock must be selected using the Consignment In Account picker.

To save the supplier account and return to the Suppliers Search list, click on the Save action button at the top right of the module window.