Entering a supplier

The Subjects (business partners) register in v PANTHEON enables you to enter all the detailed information on suppliers and all other data you need for your business.

For this purpose, the following example presents how a new supplier is entered into the program by the person responsible who has been granted program rights.

CASE SUMMARY Tecta started working with a new supplier for drinks and snacks in their Caffe bar. For this purpose, Restaurant Manager Carla as the person responsible will create a new ID for the supplier in the Subjects register and enter all the necessary data. She will perform the following steps: Creating a new ID by import from AJPES Entering commercial information for supplier Entering financial information for supplier

1. Creating a new ID by import from AJPES

The supplier for which the person responsible will create a new ID is from Slovenia. ID data will be imported from the AJPES database. To do this, the person responsible opens the Subjects register by clicking on the menu Settings | Subjects | Subjects and importing the data as described in the steps below.

• By clicking on the button Insert record in the toolbar, empty fields are created so that a new supplier can be entered.

• In the field Registration no., the person responsible enters the company number as shown in the image below and presses the Enter key on the keyboard.

WARNING You should activate the search window for AJPES in Program | Administration Panel | Settings | Subjects beforehand. Specify the field that will be used to perform the search in the AJPES database. Read more about the setting in the chapter Subjects.

• A new window opens with the search hit showing Davidov hram as the supplier found, as shown in the image below.
• The person responsible imports the supplier by clicking on the button Select.

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• After the data is imported into PANTHEON into the Subjects register, the person responsible checks the checkbox Supplier, as shown in the image below.

2. Entering commercial information for supplier

After importing the data using the panel General, the person responsible enters data in the panel Supplier. This includes the details of the method of purchase and price calculation and other information, as shown in the image below. This is performed as follows:

• From the drop-down list of the field Currency, EUR is selected.
• In the field Deliver via, the value 10 is selected from the drop-down menu.

HINT For more details on the Delivery methods register, see the chapter Delivery methods.

• Then, the Purchase from method is selected by clicking on Domestic – VAT regist.
• After this, the Price calculation method is selected, in this case: Contract discount is shown separately.

To see the description of all the options in the panel Supplier, read the chapter Supplier.

3. Entering financial information for supplier

The person responsible then enters data in the subpanel Financial details of the supplier in the Subjects register and sets the payment deadline.

This is performed by entering the agreed number of days in the field Payment deadline, in this case: 15.

HINT The subpanel Financial details of the supplier will show more details once the company has done business with the supplier. Then, they can track the financial data of business transactions in greater detail.