For the suppliers tab the Supplier Name, Currency Code and Payment Terms MUST be completed for all Suppliers. Any additional columns are optional but encouraged to add to eliminate manual entry in the future.
Supplier Name - (Column A)
Supplier name is required in FlexiBake. It will be seen on reports such as receiving slips.
Requirements:
- All Suppliers must have a unique name
- Supplier names highlighted dark red indicates a duplicate
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Correct |
Incorrect - Duplicate |
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Currency Code - (Column J)
Currency Codes are used to determine the currency your suppliers charge for raw materials in.
Requirements:
- Currency Code is required for each Supplier
- If all suppliers will use the same currency code you can just fill this in for one supplier. We can bulk edit this field for all of the suppliers.
- Default Currency Codes that are already in FlexiBake are included in the dropdown
- You can use a currency code that is not contained in the dropdown list. This will be flagged with a little red corner in the cell. These codes will be manually added to FlexiBake before importing suppliers.
Payment Terms - (Column K)
Payment terms are defined by you and assigned to each supplier. They are used on Purchase Orders to determine when payment is due for raw materials.
Requirements:
- Payment terms are required for each supplier
- The payment terms will be defined and created in FlexiBake before importing suppliers
- If you have any unusual payment terms please add a comment to one of the cells with a description of what that payment term means
Optional Columns:
Contact Name - (Column B)
Requirements:
- Both first and last name are preferred
Phone - (Column C-F)
Telephone - (Column C)
Land Line phone number
Fax - (Column D)
Fax phone number
Toll Free - (Column E)
Toll Free phone number
Mobile/Alternate - (Column F)
Mobile or Alternate phone number
Requirements:
- Must be in phone number format
Email - (Column G)
Requirements:
- Must be in email format
- If you have multiple contact emails, they must be separated by semicolons ;
Supplier Category - (Column H)
Supplier categories are used for filtering purposes
Requirements:
- Supplier Categories will be created automatically during Import
- Double check the Supplier Categories you are using to ensure you aren't creating any duplicates by accident. (e.g. Retail vs Retailers)
Website - (Column I)
This link can take you to the supplier's website from FlexiBake.
Requirements:
- Must be in URL format
Billing Address (Columns L - P)
Full billing address shows within FlexiBake on supplier billing documents such as Purchase Orders and Receiving Slips.
Bill to Street - (Column L)
Bill to City - (Column M)
Bill to State/Province - (Column N)
Bill to Zip/Postal Code - (Column O)
Bill to Country - (Column P)
Delivery Terms (Column Q)
Delivery terms is an open text field, and is defined by you.
Need Help? If you get stuck or are unsure how to fill something out, just leave it blank and contact your Implementation Manager. We’re here to help.