How to Add a Supplier in JobBag
How to Add a Supplier in JobBag
Use this process to create a new supplier record in JobBag.
Step 1: Start a New Address Book Entry
Navigate to: JobBag Menu > Address Book > New
Select Business or Individual:
- Business: A company or corporate entity
- Individual: Sole trader, employee, or individual contact
- Select Address Book Entry Type > Supplier
- Enter the company name and address (for business) or individual name and address (for individual suppliers)
Step 2: Complete Supplier Information
Address Book Type Section – Supplier
| Field Name | Description |
|---|---|
| Kind | Optional: Add a default kind for use on supplier invoices and POs |
| Payment | Enter payment terms in days, and choose either date of invoice or end of invoice month |
| Is Active | Ticked automatically. Untick if the supplier is no longer active |
| Their Reference | Optional reference or vendor number, appears on POs |
| Discount | Enter early payment discount rate and number of days (if applicable) |
| Building and Construction Industry Reporting | Tick if you need to report TPAR (Taxable Payments Annual Reporting). Only invoices for these suppliers will appear in the supplier invoice listing |
| Commission % | Enter commission percentage if the supplier gives a commission |
| Commission is Markup | Tick if the commission from the supplier is applied as a markup on invoices |
| Is Direct Debit Supplier | Tick to identify suppliers with a direct debit for AP reports |
| Special Markup | Set a special percentage markup to override standard kind markups |
| Is Zero Value | Tick if invoices should calculate as zero value |
| WHT on Invoices | Select a withholding tax rate. Foreign country withholding tax rates can be configured in JobBag |
Step 3: Save the Supplier Record
- Create and Add Contact: Saves the supplier record and opens a window to add contacts immediately
- Create: Saves the supplier record. More contacts can be added later if needed
Organise training or need more help
Please contact support 02 8115 8090 or email support@jobbag.com