Adding, Editing And Deleting Supplier In Myob

8 Oct

Adding, Editing And Deleting Supplier In Myob

You can add, edit or delete your supplier record in MYOB through the following:
1. Use of Setup – Easy Setup Assistant
2. Use of Card File main commandAdding-editting-suplier-pic12
To add new supplier using the Easy Setup Assistant:
Go to Setup and choose Easy Setup Assistant as per screenshot below:

Adding-editting-suplier-pic1

In the Easy Setup Assistant window, four setup tabs appear as follows:

  1. Customise
  2. Accounts
  3. Sales
  4. Purchases

Click on the Purchases tab as per screenshot below:

Adding-editting-suplier-pic2

The next window appears when you click on the Purchases Easy Setup tab:

Adding-editting-suplier-pic3

Click on Next to continue to the Purchases Easy Setup and click on the Supplier Cards button as per screenshot below:

Adding-editting-suplier-pic4

The Supplier Cards easy setup up window appears as per screenshot below and click on New to proceed setting up the new supplier card:

Adding-editting-suplier-pic5

In the New tab, the following screen appears showing 7 tabs information for the new supplier card:

Adding-editting-suplier-pic6

  1. Profile – as per screenshot above, indicate in this tab the Card Type as Supplier using the drop-down arrow and fill in the complete information for Name, Card ID, Location, Address, Phone numbers, Email, Website, Salutation and Contact for the new supplier.
  2. Card Details – in this tab you can link the card details to a picture file which can be the supplier’s company logo, main product picture or main contact person. You can also opt to add notes about the supplier in this tab and assign Identifiers as per screenshot below:Adding-editting-suplier-pic7
  3.  Buying Details – in this tab, you indicate the necessary fields to be filled up and specially take note of the Purchase Layout, Expense account, Payment Memo, Credit Limit if you want to assign credit limit on your purchases to the supplier, UEN Number, Tax ID Number, Tax code and the freight tax code, early payment discount and the Supplier Terms Information as per screenshot below:

Adding-editting-suplier-pic8

To add new supplier using the Card File main command centre:

Go to the Card File main command centre and click on Cards List as per the screenshot below:

Adding-editting-suplier-pic5 Adding-editting-suplier-pic9

In the Cards List window, click on the Supplier tab and click on New as per screenshot below:

Adding-editting-suplier-pic10

In the new supplier window, the same tab as shown in the Easy Setup Assistant containing the following tabs to fill in:

  1. Profile
  2. Card Details
  3. Buying Details
  4. Payment Details

Adding-editting-suplier-pic11

Editing Supplier Card

When you need to make changes to your supplier card, you can also edit the information through the Purchases Easy Setup Assistant and the Card File by making the changes and then saving the changes to the information.

Deleting Supplier Card

Take note that you cannot delete supplier card with transactions or beginning balances already recorded.  Otherwise, you will need to delete first the transactions recorded under the supplier card.  However, if you delete supplier card with no transactions recorded in it, then it would be easy for you to delete the supplier card.  To delete the supplier card, click on the supplier information and when the supplier information is displayed, click on Edit and choose Delete Card as per screenshot below:

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