How to add the supplier’s Company Name while creating bill

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Write your required name in the given drop-down space, and then you can see there is an option below. i.e., “Add New” written in blue font. When you click on it, you can see a new page appear on your window. In this section, you will enter the supplier’s company information. There are some expandable sections given here.

Basic information

First you have a basic information section; click on the drop-down button located at the left side of the bar.

Enter the supplier company name. e.g., ATR Global

Click and select the legal status of the supplier’s company. E.g., LLC, partnership, enterprise, government, etc.

Click and select the nature of company. E.g., financial institute

Enter supplier contact number. e.g., +971 4 800 0002

Enter email address of supplier’s company. E.g., financialinstitute@gmail.com

Enter the website of supplier’s company. E.g., www.financialinstitute.com.

Click on Contact Person Details.

In this section you will enter supplier information. That individual’s information, who is responsible for communication.

You have a Contact Person section; click on the drop-down and fill in the details.

Enter the first name of the supplier. E.g., king

Enter last name of supplier. E.g., Edward

Enter the designation of the supplier person, e.g., CEO, CCO, manager, etc.

Enter the email of the supplier. E.g., A@gmail.com

enter the contact number of the supplier, e.g., +97100000000

enter the other person’s contact number too. E.g., +9719900000

Click on “Bank Details.”

In this section you will add bank details of customer’s company.

You will have Bank details option given in this section, click on drop down and fill the detail.

Enter the client account title name, e.g., the company’s name, e.g., ATR Global

Sort code/branch code given by the client. e.g., 012345

Enter account number. e.g. AE000000000

Enter IBAN number. e.g. AEXXXXXXXXXXXX

If a user is not dealing with bank information or does not require this section, the system provides default general data (dummy data) for convenience.

This default data helps users proceed with payment procedures smoothly without the need to manually enter bank details. It ensures that the workflow remains uninterrupted while still allowing users to update the information later if needed.

Click on “Addresses.”

This section refers to the Address section; this section is mandatory to submit this information. Click on the drop-down and fill in the details. In this section you will add the addresses of the supplier’s company.

Here you have three type of addresses: default address

Delivery Address (Place of Supply)

Billing Address

Default address

This is the primary or registered address of the supplier.

Enter Building/House Number or Name, e.g., East Building No. 5, ATR global

Enter the correct postal/zip code in it. E.g., 122345

Enter the Address Line 1 & 2, e.g., add floor name, street name, block, building name area, etc., e.g., floor number 0, XX building, West Dubai

Enter the city name. e.g., Dubai

Select or type the state or province. E.g., Dubai

Choose the country from the dropdown list. E.g., UAE

Billing Address (Place of Supply)

Same as the Default Address section.

Checkbox: “Same as Default Address” – Tick this if the billing address is the same as the default one; it will auto-fill the details. If not then enter like this as given below.

Enter Building/House Number or Name, e.g., East Building No. 5, ATR global

Enter the correct postal/zip code in it. E.g., 122345

Enter the Address Line 1 & 2, e.g., add floor name, street name, block, building name area, etc., e.g., floor number 0, XX building, West Dubai

Enter the city name. e.g., Dubai

Select or type the state or province. E.g., Dubai

Choose the country from the dropdown list. E.g., UAE

Once you’ve filled in all the details, then click on submit button.

You will land on the front screen of the supplier’s window.

After saving, the new supplier appears in the given List of Suppliers.

In this way, a supplier account could be created in Capiplan books.