Revise Supplier Detail

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Suppliers.
3. Select the appropriate supplier in the list.
4. Click the Detail button.
5. Revise the supplier information as needed.
   1. When revising name, address, and contact information for the supplier, please note the following:
      • The Attn field can be used for an extension of the supplier's name or for an additional address line.
      • The P.C. field is searchable. Double click in the field and enter or select the appropriate postal code.
      • After entering the supplier's email address, you can click the email icon to email the supplier directly from this screen.
      • After entering the supplier's web address, you can click the hyperlink icon  to launch the supplier's website in your default browser.
   2. Use the Notes field to record any additional pertinent information.
   3. Check the Receives 1099 form checkbox if the supplier is a third party earning more than £600 from your agency and requires a 1099 form for tax purposes.
   4. In the Supplier Account Information frame, fill out the following.
      Note: If you have entered a voucher for this supplier, the Days Until Due, Discount Days, and Discount % fields fill out automatically.
      • Account #: Bank account number for this supplier (for reference only)
      • Days Until Due: Days until next payment for this supplier is due
      • Discount Days: Days remaining until you are ineligible for a discount (if the supplier offers a discount for early payments)
      • Discount %: Percentage of discount offered by supplier
      • Single/Multi-Line Disbursements: Whether disbursements to this supplier offset a single account (Single-Line) or are allocated to multiple accounts (Multi-Line)
      • Total Disb: Total amount paid to the Supplier since the Supplier's creation in TAM.
      • Nat. Insurance #
      • Annual Disb: Total that can be reset for one Supplier or all Suppliers
      • VAT #
6. Click Options to access the following workflows:
   • Archives
   • Listings Menu
   • • Activity
     • Memo
     • Contacts
     • Note
     • Attachment
   • Sticky Menu
   • Call History
   • Disbursement View
   • Links
   • Create Label
7. Click OK to save any changes, then Yes to verify the record revision. To close the screen without applying changes, click Cancel.