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How can I create a new supplier?

Explication in simple steps how to create a new supplier profile in your Procys account

There are 2 ways of creating new supplier - from "Dimensions" page and directly in editing form while you're working with documents.

First way - "Dimensions" page

  1. From your Procys account go to “Dimensions” in the global navigation menu and click on Supplier
  2. Inside “Dimensions” click on “Add new supplier”.
  3. Next, there is a series of boxes for you to fill in about the new supplier:
    1. In "General" these fields are required: Creditor code, Creditor name, Auto Payment status, Due days
    2. In "Posting rules" these fields are required: Default currency
    3. In "Bank details" (if you choose not "No" in Auto Payment status): Bank country, Ascription, Bank name, BIC/Swift, Bank name, Bank City, Bank Street (Bank address), Bank House Number
    4. In "Supplier address": Country
  4. Click on "Add supplier" when you finish

Second way - by adding new supplier while you're working in editing documents (annotation) form

  1. In editing documents form you'll see "Create New Supplier" button
  2. When you click on it, there is a form for creating a new suppler:
    1. In "General" these fields are required: Creditor code, Creditor name, Auto Payment status, Due days
    2. In "Posting rules" these fields are required: Default currency
    3. In "Bank details" (if you choose not "No" in Auto Payment status): Bank country, Ascription, Bank name, BIC/Swift, Bank name, Bank City, Bank Street (Bank address), Bank House Number
    4. In "Supplier address": Country
  3. Click on "Add supplier" when you finish
  4. This supplier should be automatically chosen for this document

If something goes wrong, feel free to write to our support team - support@procys.com - we'll help you fix it.