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Add a New Supplier

This guide walks you through the steps to add a new supplier in the Spothire dashboard. Follow these steps to ensure that all necessary information is correctly entered.

Steps to Add a New Supplier​

  1. Navigate to the Suppliers Dashboard

    • Log in to the Spothire dashboard.
    • Go to Masters.
    • Under Masters, select Suppliers

  2. Open the Add Supplier Form

    • Click on the + Add Supplier button to open the form to fill the supplier details.

1. Fill in New Supplier Details​

Suppliers

  • Supplier's Name: Enter the full name of the supplier (required field).
  • Supplier Group: Select the appropriate group for the supplier from the dropdown.
  • Type: Select a relevant Type for the supplier from the dropdown (required field).
  • Phone Number: Enter the supplier’s primary phone number.
  • Alternate Phone Number: Add an alternate phone number, if available.
  • Email Address: Enter the supplier’s email address.
  • Alternate Email Address: Add an alternate email, if available.
  • Address: Enter the supplier’s address.
  • Pin Code: Enter the pin code for the supplier's location.
  • State: Select the state from the dropdown.

2. Fill in additional Supplier Details​

Suppliers

  • Billing Name: Enter the name for billing purposes.
  • Billing Address: Enter the billing address.
  • State: Select the state for billing purposes.
  • Use Billing Name in Tally Export?: Check this box if you want the billing name to appear in Tally exports.

3. Fill in Tax Details​

Suppliers

  • Pan Number: Enter the supplier’s PAN number.
  • Service Tax Number: Enter the service tax number.
  • GSTIN Number: Enter the GSTIN number.
  • GST Type: Select the GST type from the dropdown.
  • TDS Percentage: Enter the TDS percentage.
  • Reverse Charge Applicable: Check this box if reverse charge applies.
  • Revenue Share %: Enter the percentage of revenue share.
  • Pincode: Enter a pincode.
  • Head Office City: Select the city in which the supplier's head office is located, from the dropdown.
  • Default Tax Classification (Used in Invoice for Tally): Select the tax classification for Tally invoices.
  • TDS Ledger Type: Select the type of TDS Ledger.

4. Applicable Taxes and Allowances​

Suppliers

  • Applicable Taxes: Click Add Taxes to select taxes from the dropdown.
  • Applicable Interstate Taxes: Click Add Taxes to select interstate taxes from the dropdown.
  • Working Hours: Select a Start and End time by clicking on their respective clock icons.
  • Driver's Allowance: Click Add Driver Allowance to define allowances for drivers.

5. Limits​

Suppliers

  • Limit Ability To Allot Bookings To These Cities: Select one or more cities from the dropdown to limit the ability to allot bookings to only these cities.
  • Duty Types (Limit Ability To Add Bookings To These Duty Types): Select one or more duties from the dropdown to limit the ability to allot bookings to only these duty types.
  • Vehicle Group (Limit Ability To Add Bookings To These Vehicle Groups): Select one or more vehicle groups from the dropdown to limit the ability to allot bookings to only these vehicle groups.
  • Branches: Select one or more branches from the dropdown.
  • Cities: Select one or more cities to be considered as extras that have a higher total cost on the invoice.

6. Steps to Add Bank Account Details​

Suppliers

  1. Open the Bank Account Detail form

    • Click the + Another Account button

  2. Fill in the Bank Account Details

    • Account Name: Enter the name of the bank account holder.
    • Account Number: Enter the bank account number.
    • Bank Name: Enter the name of the bank.
    • Bank Branch: Enter the branch name of the bank.
    • IFSC Code: Enter the IFSC Code of the bank account.
    • Cheques In Name Of: Enter the name of the person that will receive the cheque.
    • UPI Address: Enter the UPI Address of the bank account.

7. Files​

Suppliers

  • Add File: This button will open up a box allowing you to browse and select a file from your computer's local storage.

8. Save the Supplier​

  • After entering all details, click on the Save button to finalize the supplier entry.

This completes the process of adding a new supplier. Make sure all mandatory fields are filled and correct before saving the information.