Supplier or Distributor master in Retail POS

Supplier or distributor master is master which is used to create and maintain the suppliers for purchase transaction. Without supplier creation purchase entry will not allowed or recommended. There is different types of suppliers based on locality and GST.

Business rules for creating supplier

• There is master named supplier master under purchase, Go to that and enter the basic following details like Supplier name, address (door no to pincode).
• Other than basic details we need to enter the GST details of supplier for GST filing features.
• Based on GST registration type, there is three types of supplier
  • Regular – GST registered suppliers (have GST Number).
  • Unregister – This supplier is not registered under GST (Don’t have GST number)
• For GST registers suppliers only the system will calculate the GST tax details.
• For Unregistered suppliers GST tax will be 0 for all item during purchase alone.
• Based on locality supplier will be classified to three types,
  • Local – Transaction With in same state – CGST & SGST will be calculated
  • Interstate – Transaction with in the country – IGST will be calculated
  • Export – Transaction between two different nations
• Once the GST number of supplier is entered in supplier master, then the GST registration type, location type and state will loaded automatically based on the GST number.
• If supplier not having GST number, then user have to select un-registered in GST registration type and select state manually based on selected state the location type will load automatically.
• The created supplier will not be deleted from the master after transaction entry, it can be deactivated using the status input data. Select inactive option from drop down in status to deactivate the supplier master.
• The created supplier master will be listed in purchase entry or GRN entry screen to proceed the GRN entry against the specific supplier.
• After saving the supplier, unique supplier code will be generated for the supplier.
• We can view the supplier details without editing by using view functional key.
• While creating the new supplier or editing the existing supplier, user should selected the outlet names.
• Only on the selected outlets the suppliers name will be shown for transaction. in other outlet it will not shown.
• System should allow user to create supplier outlet wise also and the supplier which is created in outlets will list out in HQ, So when it needed, user will load and selected the suppliers by outlet wise and upload the selected suppliers to HQ.

Supplier Edit

When the saved details of supplier is wrong or need to update more details, user can use the edit supplier function key to modify the supplier details.

Business rules

• Only created supplier can be edited.
• Edited details will uploaded to supplier master and other POS transactional screen.
• Also we have option named master bulk update for bulk updating of the supplier master. click the function key bulk update and it will lead to excel template with all the supplier details, edit every details you want and save.

Supplier bulk update

For business which is having more number of supplier, editing and updating the supplier one by one is difficult to do, So user can use supplier bulk update feature to update few details in bulk.

Business rules

• In supplier master screen, there is a function key named bulk update, click on that and it lead to the supplier master bulk update screen.
• Supplier master bulk update screen all supplier master data will be listed in excel format column wise.
• User can edit any details except supplier code and name and user can copy paste the values easily for every columns and rows.
• Once the required fields are edited user can save to update it on supplier master.
• This bulk update feature will reduce user effort and time to supplier edit.