Keeping supplier information up to date is essential for ensuring  accurate records in SmartOffice. This guide will show you how to access the supplier list, update details, and save changes effectively.

Accessing the Supplier List

1. Navigate to Company Settings:
   • Click on the profile dropdown menu in the top-right corner of the screen.
   • Select Company Settings from the menu.
2. Open the Supplier List:
   • On the left-hand menu, locate and click on Suppliers under the Company Settings section. This will display a list of all your suppliers.

Updating Supplier Information

Once you are in the supplier list, you can update various details for each supplier. Select the supplier you wish to update, and you will see options to edit the following information:

• Supplier Name: Update the name of the supplier.
• Supplier Code: Modify the unique identifier for the supplier.
• Contact Number: Ensure the supplier’s phone number is current.
• Email Address: Update the supplier’s email for communications.
• Currency: Choose the currency in which you transact with the supplier.
• Invoice Due Date: Set or update the default invoice due date for the supplier.
• Address: Edit the supplier’s address to ensure accuracy.
• Accounts Package Integration: Tick the checkbox if the supplier has already been created in your accounts package.
• American Date Format: If needed, opt to use American date formatting for this supplier.

Saving Changes

After making the necessary updates:

1. Click the Update Supplier button to save your changes.
2. Ensure all updates are correct before saving, as the changes will take immediate effect once updated.