Setup section
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Last updated
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At setup section, the user creates a vendors list including vendor ID, vendor name There are 3 sections required to fill in :
Vendor: Input contact person (In-charge people), fax no., telephone no., address, tax code of the supplier
Default: Select payment term, tax, payable Account, advance account, currency used, foreign exchange rate for foreign currency.
Other information: Input bank account, bank name, phone no., fax no..
Click Save to record supplier.
Adding other suppliers, click “new” button.
Click Close to finish creating vendors list.
Other Options
Export Excel: Export Vendor list to excel file
Import: input Vendor list from excel file
1st Step: Click checkbox >> Smartbooks will show path box and button for import
User can get Excel template: click Template Button
Noted: Do not change sheet name in import excel file (From Template File)
2nd Step: Click “…” button for choose excel file which fill Vendor information
3rd Step: Click Import Button for input data into Smartbooks
