User-Managed Supplier Accounts

Created by Harriet Medlicott, Modified on Mon, 12 Sep, 2022 at 2:11 PM by Harriet Medlicott

Inventory

Your Products & Suppliers

Accounts can be set up against created user-managed suppliers. By doing this, you can manually add invoices and credits, plus create and send orders through Cherry Pi.

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TABLE OF CONTENTS

Getting Started
Creating Accounts
Manual Invoice/Credit Note Set Up
Supplier Ordering Set Up
Default Accounts
Related Articles

Getting Started

Select the Inventory module from the left-hand navigation bar
Select Suppliers
Click Edit to the right-hand side of your user-managed supplier (identified with a person icon to the left)
Select the Accounts tab

Creating Accounts

Once in Accounts...

Click Add account
Use the Site drop-down to select the site
Enter the account number in the Account number text field
Click Create
Add your General info
- Account name (optional but recommended if there are to be multiple accounts for the same site)
- Delivery and billing addresses (required)
Click Save to complete

To adjust accounts at any point, click Edit:

Accounts can only be created on a site by site basis and should reflect your current account information for that particular supplier.
You can only delete an account if it has no invoice/credit/order history.

Manual Invoice/Credit Note Set Up

In order to start creating manual invoices and credits, you need to ensure the checkbox is selected to Allow invoices and credits to be created for this supplier. This option is found under the General info tab:

Once selected, you have the option to choose whether a delivery number/date or purchase order numbers are required. Selecting these options will ensure that invoices/credits cannot be saved until the required information has been added. Click Save to complete.

View the User-Managed Supplier Invoice & Credit Management article to learn more.

Supplier Ordering Set Up

Enabling a user-managed account for ordering allows you to send orders via Cherry Pi - another bonus to ensure all your orders are in one place. Select the Ordering enabled checkbox and enter the details based on your required set up. This option is found under the Ordering tab:

When enabled, you will see the following message. Ensure you are aware of the requirements, recommendations and suggestions provided:

Example of completed set up:

If setting a Minimum order value, you will have the option to:

Warn when order value is less than
Do not send orders of values less than

Click Save to complete.

View the User-Managed Supplier Ordering article to learn more.

Default Accounts

If there are multiple accounts under one site, you can choose the default. If there is only one account per site, that will automatically be the default:

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