Suppliers

When creating purchasable products (Standard Lines and Purchase Items) in Product Modelling, suppliers are assigned to indicate where the items are sourced from. Additionally, when using the Purchasing module, a supplier is required to generate a delivery note.

Adding New Suppliers

Follow these steps to add a new suppliers:

1. Click Add

2. Enter the Supplier Name and then the following optional configurations

   Once a supplier has been created, the supplier name cannot be changed, ensure that the correct information is entered at this stage

   • Supplier Description

   • Account Code

   • Reference Code

   • Address Information / Contact Information

     

3. Click Next

4. Enter the Supplier Settings, depending on the setup of your supply chain and purchasing some of these settings may not be required

   The most common settings to be applied here are:

   • Cost Prices

   • Allow Free Items

     

5. Click Finish

Editing Suppliers

Follow these steps to edit suppliers:

1. Select the required Supplier

2. Update any fields as required

3. Click Save

Field Settings & Information

Supplier Details

The details section allows you to set the main configurable information for suppliers.

Settings

The settings section allows you to set the main configurable information for suppliers.