This article explains how to set up a Purchase Ledger Supplier through Unity® PMS Accounts platform.

To start, let’s head to Maintenance > then select Supplier. 

To Set Up a Purchase Ledger Supplier

1. Click the Insert button. This will automatically add a new field on the Supplier Maintenance table
2. Enter the name of the supplier on both fields:
   • Name
   • Account Name (This can be abbreviated)
3. Next, using the fields provided, type in the Address and Bank Account details
4. Type in the Phone and Fax details. (Note that these fields are optional)
5. Enter the Usage Details and payment terms. This can range from 7 days, 14 days or up to a month—on how much time you get to pay the invoice

6. Also, note that the Produce Remittance is automatically setup when an entry is created.

7. If you don’t want to produce a remittance whenever an invoice is paid, simply         

    untick the Produce Remittance checkbox

8. Review the details entered and once done, click Save

The supplier will then be setup on our system.

To Update or Amend a Purchase Supplier Ledger

1. You can simply select a supplier listed on the table
2. Update the details using the fields discussed
3. Once done, click Save

To Archive a Purchase Supplier Ledger

1. You can simply select a supplier listed on the table
2. Untick the Active checkbox
3. Then, click Save

The supplier will then be set to Inactive and can be unarchived in the future

Refer to the Unity® PMS Accounts training video on how to set up a Purchase Ledger Supplier: