Class Inquiry Overview
The Class Inquiry function allows the grouping of Vendors into standard areas as applicable to your business. This expands the sorting or grouping of your data in the production of reports generated from SapphireOne Accounting Software.
Before setting up any Vendors consideration should be given to the Classes that they will be linked to first. Remember always set up Classes first then you can link the Vendors to their respective Classes. If you do not, you will have to create a Class for an existing Vendor, then re-open the Vendor and then select the Class from theClass data entry field!
How to set up Vendor Classes
Once a Class has been selected the 
Look, and 
Modify buttons operate as normal in other areas of SapphireOne.
Once you have set up a Class using the New button, and then created New Vendors within this Class, when the class is next opened, these new Vendors will be displayed in a list in the lower section of the screen.
To add an existing Vendor to this Class you would go to a Vendor Inquiry, select the required Vendor and alter the Class of that Vendor to WG. Alternatively, when creating a New Vendor, you would set their Class up as WG to place them in this Class of WG.
You would then return to this screen and check that SapphireOne has correctly identified the Vendor and placed the Vendor in the Class you have selected.
Remember that Vendors may only be added to an existing Class so the normal process is to create the Class first then add Vendors to the Class.
Vendor Class Details Page
This screen displays a Vendor Class record and provides areas to maintain the class details, default control accounts/tax settings, notes, custom user-defined fields, and a list of linked records.
The window title indicates the current record and position (e.g. “Vendor Class SUPER … item 1 of 1”).
Vendor Class Area
Use this section to define the primary identifiers and description for the vendor class.
- Class ID – The short code used to identify the vendor class (e.g. SUPER).
- Class – The descriptive name for the class (e.g. Superannuation Vendors).
- Company – A company field associated to the class.
Control Accounts Area
Use this section to store default account/tax-related settings applied when using this class.
- Control Default – A default control account value for the class.
- Tax Default – A default tax value for the class.
Notes Area
Use this section to record free-text notes relevant to the vendor class.
- Notes text area – A large free-text entry area for comments and internal notes.
- Date and Time Button – Add a current date and time flag to the notes area text field.
Custom Header Area
Use this section for user-defined fields to capture additional information against the vendor class.
- Alpha 1 – Alpha 10 – Ten text fields for custom values.
- Bool 1 – Bool 4 – Four boolean fields (typically used as Yes/No or tick-style values).
Linked Area
This section displays a list of records linked to (or associated with) the current vendor class. Linked list columns as shown.
- Client ID – Identifier/code for the linked record.
- Company – Company/name value for the linked record.
- Class – The class code applied to the linked record.
- Contact – Contact name field.
- Phone – Phone number field.
Superannuation Class for Vendors
In SapphireOne superannuation is now paid to a Vendor for each employee and these Vendors are recognised by SapphireOne as Superannuation Vendors. A new Class of Vendor is now used for these Vendors and this class must use the characters SUPER in the ID. There are two ways to enter in the Vendor details for paying superannuation.
- Enter in the details from the Superannuation page itself. SapphireOne will then create the Class and the Vendor automatically with a minimum of details. To do this you will have to use Payroll mode.
Payroll \ Administration Employee Inquiry \ Superannuation Page - Enter both the Class and Vendor details here in Accounts mode. The Class MUST contain the word SUPER, e.g. 1SUPER, SUPER1, XSUPER, SUPERX and so on. Then set up you superannuation Vendors as required.
Setting up a new Class of Vendor for Superannuation is straight forward, just follow the details above on a Class Inquiry for Vendors. However, the name is very specific. It MUST contain the Vendor ID, the employee’s name, as well as the ID of the super fund that the superannuation amount is being paid to.
The main difference in the creation of a Superannuation Vendor is to be found on the second page screen More Details. Check that the Default GL Code is correct. Once you select the Superannuation checkbox SapphireOne will look for the correct account and enter it automatically.
Check that it is the correct account and that it is the correct Company in a multi company data files. In Bondi Blue, it is Superannuation Payable and Sydney -0, zero.
If the vendor is created from within the Payroll mode, this checkbox will automatically be set active. If the Vendor is created here in Accounts mode, this checkbox will have to be set active manually.
In all of the cases above select the 
tick to save the Class.
