Articles on: Understanding Masters

Suppliers

This article will take you through the different fields available in the Supplier Master and how to use them.

To get started go to, Masters - Click on Suppliers




What are Suppliers?



Suppliers are also known as 'vendors', people or companies from whom you take vehicles or outsource bookings too.

Supplier master structure:


The supplier master has been created in two levels. Supplier Group and Supplier. Multiple suppliers can
be grouped together using the supplier group feature.



There are two types of suppliers,



1 - Driver cum owners (DCO)/Attached:

To be used for suppliers that own and operate a single vehicle. For this supplier type, the driver and vehicle details can be entered directly in the masters under ‘Details - Driver cum owners (DCO)/Attached’ details mentioned under ‘Vehicle Model’ and ‘Vehicle Number’ would be visible in Masters - Supplier listing





Tip 1: If you work with a company that has 5 or fewer vehicles and the drivers-vehicle combination is always the same, you could create all 5 drivers as 'Driver cum owners (DCO)' and group them together using a supplier group.

Tip 2: If you would like to use the[ Indecab go - Driver app](https://play.google.com/store/apps/details?id=com.indecab.go) to digitise duty slips you would need to create each supplier as a Driver cum owner (DCO).


2 - Company:
To be used for suppliers that have many vehicles and drivers. While allotting to this supplier
type, vehicle and driver details would be added directly during allotment and do not need to be stored in the masters.

Adding a new supplier:

Important - Tally users: Make sure your ledger name in Tally and the 'Supplier name' you enter in the master match perfectly for accurate import of vouchers into Tally.
For more information on this view: How to export to Tally

To add a new Supplier click on 'Add supplier'.




Next, we will take you through the different fields of the supplier master when you select 'Company'.






1 - Company details
Enter a little information about the supplier you are trying to add, specifically the owner name and the number of vehicles they own.

2- Default Tax Classification - Used in Purchase Invoice for Tally
Select the tax classification applicable, this is for Tally purpose.

3- TDS Ledger Type
Select the TDS Ledger Type applicable

4 - Applicable taxes
Select the taxes that this supplier would charge you. Taxes selected here would be automatically displayed while creating purchase invoices.

5 - Working hours
Set the working hours for this supplier. If a duty is done by this supplier before or after the time set here, overtime allowance would be automatically calculated.

6 - Driver allowance settings
Early time: If a duty starts before the time entered here 'Early start allowance' will be calculated.
Late time: If a duty ends after the time entered here 'Night allowance' will be automatically calculated.

7 - Limit the ability to allot bookings to these cities
Enter the cities in which this supplier provides vehicles & drivers to you. If a city is entered here the supplier would only be visible for allotment when the duty is of the same city.

8- Duty Types - Limit ability to allot bookings to these Duty Types
Enter the duty types for which this supplier provides vehicles & drivers to you. If a duty type is entered here the supplier would only be visible for allotment of a booking with the same duty type.

9 - Vehicle group - Limit ability to allot bookings to these vehicle groups
Enter the Categories - Vehicle groups this supplier provides to you. During allotment, this supplier would only be visible for the duties of the vehicle groups entered here.

10 - Branches
Use this to limit the visibility of the suppliers only to specific branches. Branches can be created from the Branches Master.
Click here to learn more about how to limit access to information to specific users.

11- Cities - To only consider extras that have higher total cost on invoice
If extra hrs total cost is higher than extra kms for Kolkata city, while generating invoice it would calculate only extra hrs for Kolkata city bookings


12- Bank Accounts
You can fill this section with Bank Account Details for your Supplier

13- Files
You can upload a file to this Supplier

14- Supplier Code
Add a code for Supplier as a unique identity, if you have multiple Supplier with same name adding a code could help differentiate.

To learn how to get started using the driver app. Click here

15 - Enable app logout button
If your supplier is a driver cum owner (DCO), you can create a login for the Indecab Go - Driver app
If you check this box, driver app users would be able to log out of the driver app. If this box is unchecked there would be no option to log out in the driver app.

To learn how to get started using the driver app. Click here

16 - Active/Inactive
Once a supplier is no longer working with you. They can be marked as 'In-active'. Suppliers that are not active will not be visible during allotment.

Manage Vehicles

Once you have added your Suppliers you can add Add Supplier Vehicles,
Go to Masters > Supplier > Select Supplier > Manage Vehicle > Add Vehicle



You can now allot a duty to the Supplier and select a Supplier Vehicle to perform the duty




Manage Drivers
Once you have added your Suppliers you can add Add Supplier Drivers,
Go to Masters > Supplier > Select Supplier > Manage Driver > Add Driver



You can now allot a duty to the Supplier and select a Supplier Driver to perform the duty




Next: My Drivers

Updated on: 30/11/2022

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