Suppliers come from the shared contacts

What moves

The supplier picker on an asset searches the shared contacts register, and a new supplier created from the form is saved there for every module.

Before you start

• Contacts and partners are part of every plan
• Permission to view contacts, and to add one for the create-on-the-spot step
• Assets in your plan
• Permission to read parties

Step by step

1. Asset managerAsset Management

   Starts registering an asset and types part of the supplier name or tax number.

   You see:Matching suppliers from the contacts register are listed.

2. Asset managerContacts & Partners

   Creates the supplier on the spot when none exists.

   You see:The supplier is saved once in contacts.

3. AccountantAccounting & E-Invoicing

   Later bills the same supplier.

   You see:Asset and bill point to one contact record.

Related

• Asset Management
• Contacts & Partners
• The asset register and the ledger share one asset
• A leaver's equipment is chased automatically
• A ticket points at the equipment it is about
• Registering an asset and putting it on the books
• The administrator defines a type and the asset manager registers assets with it
• Connections between modules