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.

Note

In centralised systems: Suppliers can only be added and maintained by the head office.

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.

Tip

If a new supplier is similar to an existing one, the existing supplier can be cloned and then edited by clicking on the Clone button at the top of the module window.

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.

Note

In centralised systems: Payment terms can only be added and maintained by the head office.

For Further Details

See the Supplier Maintenance help guide.

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

For Further Details

See the Contacts help guide.

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

For Further Details

See the Document Delivery Methods help guide.

Supplier SMS

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

For Further Details

See the SMS Messaging help guide.

Add button

Shortcut: Insert

Clone button

Shortcut: F5.

Edit button

Shortcut: F2