Click the menu in the upper right corner
Click on settings
Default supplier group:
In the e-conomic program, it can be practical to group a company's suppliers (for example, 'domestic' and 'foreign' suppliers) and to associate the group members with one account, such as when generating reports etc.
The supplier group you wish to be synchronised with edilion, is chosen in "Default Vendor Group". By default, edilion synchronises with group 1. In the above example, at the bookkeeper's request, group 4321 is synchronised.
Synchronise suppliers from Edilion:
When a vendor is created in your ERP, it syncs to edilion or you can push the Import button to import the vendors. The information that is synchronised is supplier name, CVR, which expense account invoices should be posted on, etc. You can thus find all suppliers from your ERP on the edilions portal.
When an attachment from a given customer is posted with any changes, we update the supplier as soon as we have been authorised to do so. As a starting point, we continually synchronise vendors back to the vendor directory in your ERP, but this can be deselected under "Vendors" and "Synchronise vendors from edilion".
To add or delete vendors, click Vendors List
Remove vendors by selecting the desired vendors and clicking on the trash can.
Add by clicking +
When you choose to create a new supplier, the image in the right hand side changes to empty fields - here you enter information for the new supplier.
It is not necessary to fill in all fields - we recommend at least the following fields:
Name: Here you write the name of the new supplier
Type: In the supplier directory you can register both suppliers and customers. In type you choose whether it is a supplier or a customer you are registering.
CVR Number: Must be stated as it is a necessary info in relation to match with the vendor.
Number: Any number you choose.
Default account: For some creditors, a fixed default account must be posted. In these cases, it is an advantage to have chosen the expense account in advance, as the automation and reading for the attachment go significantly faster. In other words, the document gets ready for your approval faster.
Country Code: Please state the VAT code. Country code is a necessary thing for the documents to be dispatched as quickly as possible.
If you've created many vendors and can't see them all, you can either search for them at the top of each column, or browse between them at the bottom of the page.
Note that Vendors are only returned to ERP if edilion is authorised to create Vendors for you.
This option can be found under Accounting: Creation of new vendors in ERP.
Under Creating new vendors in ERP you can choose from
Default or Never create
If you want to delete suppliers, simply select the supplier(s) you wish to delete and click on the trash.