To add a supplier to the system:
- Open your Dashboard.
- Select Suppliers from the Main Navigation menu on the left.
- Select New Supplier
.
- Input General information (details here).
- Hit Save
on the top right or CTRL+S.
After saving, additional sections will open on the left panel and you will be able to enter additional supplier details:
- Categories associated with this supplier
- Addresses for the supplier (select New Address
on the top right)
Address auto-completes; pulls up maps and street view - Sub Accounts for when there are multiple purchasers in the company, multiple divisions, or any account that has multiple sub-accounts
When you create an order, you will have the option to select the sub-account
- Items that this supplier sells (see Grid Setup to adjust views)
- Attributes & Matrix for items that this supplier sells
- Financial information, including payment terms and tax number
- Reports that can be generated for this supplier, such as account activity, payout list, and purchase order list
- Link payments to specific transactions – used when paying out a random sum of money that you need to apply to transactions (details here)
- To view Supplier sections on one screen, see View Multiple Tabs.
- If this page is used frequently, you can create a Shortcut.