Dimensioning and part of accounting can be done automatically by adding all the suppliers to Procountor’s supplier register. Users can add default dimensions and accounts behind the suppliers. By using default settings behind the supplier, all the invoices that are allocated to a specific supplier, will get the suppliers defaults.
Supplier register can be found from Register > Supplier register.
Adding a supplier
Add a new supplier by pushing Add supplier button in the supplier register view. New supplier can also be added by copying already existing suppliers information into new suppliers information from button Edit > Copy.
The Add supplier button opens the New supplier basic info view, where you can enter the supplier information, e.g. contact information and bank account number.
When the necessary information have been entered, click the Save button.
Adding default accounts
The supplier-specific default accounting account can be saved in Defaults > Default accounts.
The VAT defaults and the account defaults can be modified in the default accounts view.
Adding default dimensions
Enter default dimensions in the supplier register in Defaults > Default dimensions.
Select suitable dimensions for the supplier and click Save to save changes.
When the default dimension is added to a supplier, all the invoices, which are allocated to a supplier, get the supplier specific default dimensions. If products of the invoice have default dimensions, the product specific defaults will be stronger in the selection of dimensions.
Adding default products
Enter default products in the supplier register in Defaults > Default products.
Basic info for default products will be retrieved from the product register. Default products can have their price, discount percent, VAT percent, default amount and a default comment row set by business partners. If the default amount is zero the product will not show up on an invoice.