Supplier Lookup

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Go to Supplier > Lookup & Reconciliation

The lookup screen will show a list of all the suppliers already added.

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

CompanyEmployeeQuoteWorkshopStock InventoryCustomerLedgerInvoiceFileNew SupplierSupplier OptionsSupplier ImportCompleted ReconcilliationsReconcilliation Invoice MethodReconcilliation Status MethodSupplier Age AnalysisSupplier DetailSupplier JournalLookup & ReconciliationSupplier Main Menu


Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Back OrderColoured ColumnsReconcile this supplierHeader RightclickHeaderSelect VisibleCheckboxCheckboxSearch RowEdit FilterGrid ReportSelect VisibleOpen FormPrintClear FilterRefreshSupplier_Lookup


Double click on the first column to edit an existing supplier and on the second column to allocate / reconcile the supplier, alternatively you can right click on the row..


Right Click Context Menu


Open the Supplier Form

To edit the supplier information.

Reconcile the Supplier

Either the Supplier Reconciliation or Pay per Invoice Reconciliation Form will open, depending on the Recon / Payment Allocation type as set in the Supplier Main form.


To open the user Manual.



Bulk Change Selected.

The following bulk changes is available

Remove Other SuppliersSupplier Bulk Changes


Select all the suppliers you want to change (on the Lookup tab) then select the Bulk Change Selected tab.

Select what you want to change.

Process Global Change to process the changes.



Is VAT Registered

For e.g if you want to change the selected suppliers to not registered for VAT, click the checkbox till it shows (unchecked)

Back order

If the supplier keeps back orders you must check this box. Purchase orders and GRN's will be handled differently. Partial ordering will be allowed See also Stock > Purchase Order

Mark All Transactions Reconciled before date

See the Supplier Reconciliation


Remove From Other Suppliers

Remove the suppliers with no transactions that is linked to the Preferred Supplier