Learning Path: Creditors' Clerks

💡This path lists the topics for creditors' clerks.

New to BOS Enterprise? Start with Learning Path: Every User.

1. Supplier Accounts

Suppliers Reference: Describes the Suppliers settings, list view and edit view buttons, filters and fields, plus supplier categories, regions, positions and groups.
Supplier Ledger Tutorial: Shows how to view supplier accounts and transactions in the ledger and manually create discounts, payments, refunds and overpayments.

Purchase Orders: Shows how to create a Purchase Order from scratch or by copying another transaction, and how to print, preview or email it.
Supplier Invoices Tutorial: Describes the supplier invoice types and shows how to create a supplier invoice with Copy Rules or manually.
Supplier Debit Notes Tutorial: Describes the inventory and expense supplier debit note types and shows how to create each one, manually or by copying a supplier invoice.
Allocating Landing Costs Process Guide: Shows how to set up, capture, allocate and clear landing costs, allocate expenses to production and view them on a Cost of Sales report.

Supplier Payments Module (SPM): Describes the Supplier Payments module, including multi-currency and batch export for online banking, with its settings, list view and edit view.
Supplier Age Analysis: Describes the Supplier Age Analysis for managing creditors, with its user and general settings and the buttons, data filters and fields of its list view.