These are general instructions only for the most common way Suppliers are used and do not include all fields and settings for Suppliers. Refer to the Ostendo Help menu for an explanation of all fields. 

Follow the process outlined in the Standard Operating Procedures and User instructions for your specific company requirements.


New Supplier records are transferred to the accounting system linked with Ostendo.

  • Go to Purchases>Suppliers to open the Supplier screen
  • Press 'Add' to enter a new Supplier record



  • Required fields are;
    • Supplier Name (do not use , " ' characters)
    • Supplier Printout Name (" ' characters allowed, will auto populate when the new record is Saved)
    • Supplier Type (from Purchasing>Settings>Supplier Types)
    • Terms (from File>Financial Configuration>Credit Terms)
    • Tax Group (use settings already defined and do not add a new record unless authorised to)
    • Foreign Currency and Currency Code if foreign currency is being used and the Supplier does not invoice in local currency. Leave these fields blank for local currency Suppliers. If a Supplier invoices in more than one currency create a new Supplier record for each currency.
    • Billing Supplier if invoices for this Supplier are received from another Supplier (eg head office). The Billing Supplier record must exist before entering these fields.


  • Recommended fields are;
    • Postal Address
    • Physical Address (unlimited delivery addresses are available)
    • Contact Details, viz Phone, Fax, Mobile (can be second phone number), Email
    • Primary Contact and other Contacts (from CRM>Contacts)
    • Payment Settings should NOT be entered in Ostendo, only in the accounting system


  • Other fields of note are;
    • Vendor Analysis, viz Supplier Region, Supplier Code (for Analysis), Buyer (from Purchasing>Settings)
    • Service Zone (under Defaults tab) (from General>Settings>Service Zones)
    • Purchase Email Address setting for emailing purchase orders (under the Outputs tab)



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