A supplier's incidental information (name, address, logo, etc.) is managed from the Detail tab. The Detail tab is divided into four sections - Supplier Info, Contact Method, Address, and Supplier Properties.
Supplier Info
Field | Description |
Short Name | A short "nickname" for the supplier |
Full Name | The official name of the supplier. Some suppliers insert the legal name of the company. |
Parent Supplier | If the supplier is a "child" of a "parent" organization, a selection of parent suppliers are available in the drop-down menu. |
FEIN | The supplier's Federal Employer Identification Number |
Next Invoice Number | The next available invoice number for billing customers |
Copy Information From | A feature used to quickly populate information for a new supplier, the Copy Information From field offers a selection of existing suppliers in the drop-down menu. Choose an existing supplier from the drop-down menu and those attributes will copy to the new supplier. The new supplier's attributes can still be edited. |
Contact Method
Field | Description |
Type | The type of mechanism used to contact the supplier - phone, email, etc. |
Value | The value according to the mechanism chosen. If "Phone" is selected as the type, the value should be a 10-digit conventional phone number. |
Is Primary | Place an "X" in the corresponding box of the preferred contact method. |
DoNotText | Place an "X" in the corresponding box of any cell phone that should not be texted to. |
Address
Field | Description |
Country | The country in which the supplier is located. |
Street 1 | The number and street on which the supplier is located. |
Street 2 | If needed, additional address information can be added here - Suite #, Dock B, etc. |
City | The city in which the supplier is located. |
State | The state (or province if the country is Canada) in which the supplier is located. |
Zip Code | The Zip Code (or Postal Code if the country is Canada) in which the supplier is located. |
Supplier Properties
Supplier Properties (also called Employer Properties) define how supplier-related processes work in Avionté.
Field | Description |
Property | The name of the property. Supplier property names are CamelCased and/or frequently use underscores to separate words. This is because they are the actual property names used in Avionté databases. |
Value | The value assigned to the corresponding property. After entering a value, click Save to save the entry. |
Date Entered |
An auto-generated date installed when a property is entered. To add a supplier property, visit the Add a Supplier Property article. |