FINANCE MODULE - School Suppliers

The Suppliers section of the finance module allows a user to record all information relevant to the suppliers the school uses, this includes their basic information, products, orders, invoices and payments. The information recorded allows a school to quickly produce orders and print them in a format that can be posted to suppliers. Invoices can be created and printed for the school's records and payments made and printed along with a cheque.

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• Suppliers

  Basic Supplier information can be recorded on the finance module, when installing the finance module in a school Wauton Samuel can export all your current supplier information and import this into your new Wauton Samuel finance module. This information is then used throughout the below stages.

• Orders

  Orders can be created from a loaded product catalogue for a supplier or Ad-Hoc by entering details of each order, the order is then used later to enter invoice details once the invoice has been recieved by the school. Alternatively the Order stage can be by-passed completely by a school if they prefer to use their own paper records and an invoice can be created from scratch.

• Invoices

  Invoices can be quickly produced and printed from outstanding orders or created from scratch for a supplier.

• Payments

  When entering payments, information from the above orders and invoices is used allowing a school to follow a transaction all the way back from the original items ordered to the orders placed on an invoice and then the payments used to cover invoices. This helps a school keep on top of any outstanding items in the suppliers area.