Supplier companies

The Aziende (Companies) tab of Suppliers is the list of companies the business buys from. Each row is a company. All roles can view it; creating, editing or deleting is reserved to the Titolare (owner) and Responsabile (manager) (an Operatore (operator) receives «Operazione riservata a Titolare o Responsabile.» (Operation reserved to the Titolare or Responsabile.) and nothing changes).

A company belongs to the location you are working in when it is created: changing location (see Locations map and active location) changes the list you see.

Contents

1. The toolbar buttons
2. The columns
3. Adding a company
   1. If the VAT number had already been used
4. Importing companies from documents
5. Editing a company
6. Deleting companies
7. Common problems
8. Related entries

The toolbar buttons#

From left to right:

Search. The hint is «Cerca per nome, azienda...» (Search by name, company...): it searches, ignoring upper and lower case, in the company name, the phone number (ignoring spaces) and the email. It does not search in VAT number, address, category or notes.

The columns#

Each header has the «i» icon with the explanation. The columns Metodo Accredito, Email PayPal, Tag Revolut, Intestatario Conto, BIC/SWIFT, Giorni Pagamento Max and Attivo are read only: the company record has no fields to fill them in.

Adding a company#

Aggiungi ▸ Crea da zero opens the Nuova Azienda (New Company) window, in two steps: Dati Aziendali & Fisco (Company data and tax) and Sede & Accordi (Location and agreements). At the bottom there are Annulla (Cancel), Indietro (Back), Avanti (Next) and Salva (Save). Steps already passed can be reopened with a click on the bar at the top.

Step 1 — Dati Aziendali & Fisco

Step 2 — Sede & Accordi

When you press Avanti or Salva the program checks the fields and shows a red notification for each one that is missing or wrong; the field turns red. If the server also rejects the data, the window stays open with everything you have written and the first error message appears.

After saving, the green notification «Fornitore aggiunto» (Supplier added) appears and the company is in the list. If the company is saved but the logo does not upload, the orange warning «Contatto salvato ma errore nel caricamento foto» (Contact saved but error uploading photo) appears.

If the VAT number had already been used#

If you create a company with the VAT number of a company previously deleted in the same business, the program reactivates it instead of creating a new one: the data written replaces the old data and the orders already placed stay attached to the history.

Importing companies from documents#

Aggiungi ▸ Importa esistenti opens the guided import window, the same one described in Importing clients. Here it is used to create company records starting from company registry extracts, invoices, spreadsheets or photos of suppliers' documents: the program reads the files, shows the records before inserting them and lets you choose which to import. Importing companies is reserved to the Titolare and Responsabile.

For each company it looks for: company name, VAT number, phone, email, registered office and payment terms (compulsory), plus tax code, PEC, SDI code, website, supply category, IBAN, account holder, BIC/SWIFT and notes. A record missing one of the compulsory fields ends up among those «Da non importare» (Not to be imported), with the reason. A company with a VAT number already present among the active ones is not inserted («Esiste già un fornitore con la partita IVA …» (A supplier with VAT number … already exists)); with the VAT number of a deleted company it is reactivated. For the accepted formats see File formats and sizes.

Editing a company#

1. Click the company's row (it turns yellow).
2. Press Modifica: if two or more rows are selected the button disappears.
3. Modifica Azienda (Edit Company) opens, the same as the creation window but with the data already filled in.
4. Change what is needed and press Salva: «Fornitore aggiornato» (Supplier updated) appears.

The same window also opens from a product's suppliers column in Magazzino (Stock) (see Products), with the same role limits.

Special rules:

• The same checks as at creation apply: if the company's address, email or payment terms are missing or too short, you cannot save until they are filled in.
• An optional field already filled in among PEC, website, SDI code, tax code, IBAN and category cannot be emptied: if you delete it and save, the old value stays. The notes, on the other hand, can be emptied.
• The data that the window does not show (maximum payment days, credit method, account holder, BIC, PayPal, Revolut, active) is kept as it is.
• If a colleague saved the same company first, saving is refused with «Questo elemento è stato modificato da un altro utente mentre lo modificavi. Chiudi e riapri la scheda per vedere le modifiche, poi rifai le tue.» (This item was modified by another user while you were editing it. Close and reopen the record to see the changes, then redo yours.)
• A new logo replaces the old one. The X next to the logo removes it from the window but does not delete it from the company.

Deleting companies#

1. Select the companies with one click each (there is no limit).
2. Press Rimuovi (red).
3. The browser window «Eliminare N elementi dalla rubrica?» (Delete N items from the address book?) appears (the text says «elementi» (items) even for a single company). With Annulla nothing happens.
4. With OK the companies are deleted one at a time and «Elementi eliminati» (Items deleted) appears.

Deletion has no on-screen «undo», but the company can be reactivated by recreating it with the same VAT number, as described above.

Common problems#

Related entries#

• Suppliers
• Individual suppliers
• Order history
• Paying suppliers
• Products