How to Add a New Supplier in LedgerX
Learn how step-by-step procedure for adding a new Supplier (Creditor) in LedgerX.
1
Open Supplier Menu
- Log in to your LedgerX account.
- From the bottom navigation bar or main menu, click Supplier.
- You will be redirected to the List of Suppliers (Creditors) page.
If no suppliers are created yet, you will see ?No Data Found?.
2
Click Add Supplier
- Click Add Supplier
- The Add New Supplier (Creditor) page will open.
3
Enter General Supplier Details
Fill in the basic supplier information:
Fill in the basic supplier information:
- GST Category - Select Registered / Unregistered / Composition, etc.
- Supplier Legal Name - Official registered name of the supplier.
- Supplier Ledger Name - Ledger name to be used in accounts.
Optional but Recommended
- Supplier GSTIN - Enter GST number if available.
- Permanent Account Number (PAN) - Supplier PAN.
- Supplier Legal Entity - Individual / Proprietorship / Company.
- Supplier Group - Default is Trade Payables.
- Source of Supply - Inter-State / Intra-State.
4
Set Credit & Tax Details
- Credit Limit Amount - Maximum payable amount allowed.
- Credit Period (days) - Payment due period.
- TDS % (if any) - Applicable TDS rate.
- Billing Currency - Default is INR (₹).
- MSME Type - Select if supplier is MSME registered.
- Udyam Registration Number - If applicable.
5
Enter Contact Details
- Email ID
- Mobile Number
- WhatsApp Number
These details help in communication and record-keeping.
6
Add Billing Address
Under Billing Address, enter:
- Country (default: India)
- Pincode
- State
- District
- City
- Door No / Building Name / Street
7
Add Ship-From Address (If Different)
If the shipping address is the same as billing:
- Tick Same as above
If different, manually enter:
- Country, State, City, District
- Delivery Address
- Consignee Name
- Consignee GSTIN (if applicable)
No manual calculation needed.
8
JAdd Additional Details (Optional)
- Contact Person Details - Alternate contact information.
- Supplier Bank Settings - Bank account details for payments.
- Comments - Any internal notes about the supplier.
- Documents - Upload agreements, GST certificate, or invoices.
9
Save the Supplier
- Click Save (or press Ctrl + S).
- The supplier will be successfully created.
- You will be redirected back to the List of Suppliers page.
10
Verify Supplier Creation
- AThe new supplier will appear in the supplier list.
- It will be available for:
- Purchase entries
- Payments
- Debit notes
- Ledger & reports
- Supplier balances will reflect automatically in:
- Accounts
- Trial Balance
- Balance Sheet