Open CAPPS

Create and manage a supplier record

Version 2026.11 Reading time: 5 min Permission required: Suppliers; Create and edit

Each purchase invoice and each payment is linked to a supplier record. Create it once, with its identifiers and its RIB: CAPPS then reuses them every time you enter data.

Before you start

  • The Suppliers page opens from the side menu, with the Suppliers permission.
  • Creating or editing a record also requires the Create and edit permission. Without it, the New Supplier button does not appear and Save stays grayed out.
  • CAPPS does not offer importing suppliers from a file: records are created one by one. The Export button exports the list to Excel.

Create a supplier

  1. On the Suppliers page, click New Supplier.

  2. Choose Individual or Professional.

  3. In Legal identity, enter the Supplier Name (the only required field, 100 characters at most). For a branch in Morocco, fill in if possible ICE Identifier (15 digits), Tax Identifier (IF), RC, Business License No. and CNSS no..

  4. Fill in Address and contacts: address, postal code, city, country, phone and email.

  5. In Payment, enter the Supplier Code and the Accounting Account if needed.

  6. In Bank and website, enter the RIB (24 digits): CAPPS checks its key and shows the Computed IBAN. You can also fill in BIC / SWIFT and Website.

  7. Click Save. The message “Supplier “…” created.” appears and the record opens on the Purchasing tab.

CAPPS refuses to save in these cases:

  • field in error: “Some fields are invalid: correct the fields marked in red.”;
  • ICE that does not have exactly 15 digits;
  • ICE already used by another active supplier: “This ICE is already used by the supplier … Open its record rather than creating a duplicate.”;
  • business name already taken by another supplier of the branch;
  • RIB with a wrong key, IBAN that is invalid or does not match the RIB, BIC that does not have 8 or 11 characters.

Complete the purchase terms

Once the record is saved, the Purchasing, Payments and Credit notes tabs appear. The Purchasing tab includes:

  • Contacts: add at least the contact who Receives payment advices;
  • Documents: the administrative documents (tax compliance certificate, signed RIB…) with their expiry date;
  • Purchase terms: Agreed term (days), Preferred method, discount, invoice default values and VAT withholding tax. These terms prefill the due date and payment method of each new invoice.

The payment term cannot exceed 120 days (law 69-21). The Save the terms button requires the Purchasing settings permission.

Archive, reactivate or delete

Open a supplier's ⋮ menu in the list, or use the buttons on its record.

  • Archive: the supplier is hidden from lists and choices (invoices, payments, orders). Its history is kept. The Archived filter makes it reappear.
  • Reactivate: the archived supplier can be selected again.
  • Delete: only possible if it has no document (invoice, payment, credit note, order, document).

A record that is both a customer and a supplier can be neither archived nor deleted from the suppliers (it would also be removed from the customers). CAPPS shows a message with the Open customer record button: do it from that record. You need the Customers permission. See Create or import a customer.