Suppliers - Add new Supplier

Suppliers are the companies that supply you with Raw Materials and/or Components use to create your Products.

Tip: To edit an existing Supplier record, click on it in the Suppliers list view.

#To add a new supplier, select [+New Supplier].

#The Supplier record contains 6 tabs.

1. General Details
2. Address/Contacts
3. Agent
4. Accounts
5. Info
6. Log

#Enter the supplier's general details.

Warning: It is mandatory to enter the Supplier Name, Supplier Category, and Currency fields to save the Supplier record.

1. Supplier Name: Enter the name to display on the Purchase Order. This field is required.
2. Supplier Category: Select a category. For more details, see Material Settings - Supplier Categories. This field is required.
3. Currency: Select the currency used to purchase goods from this supplier. This field is required.
4. Payment Terms: Enter the agreed terms to display on the Purchase Order.
5. Shipper: Enter the agreed shipper to display on the Purchase Order.
6. Shipping Terms: Enter the agreed shipping terms to display on the Purchase Order.
7. Website: Enter the supplier's web address.
8. Comments: Enter any internal information regarding this supplier.

Tip: Below is an example of General Details:

#Enter the supplier's Address/Contacts information.

Warning: It is mandatory to select a Country to save the Supplier record.

1. Country: Select the country for the supplier. This field is required.
2. Address: Add the main address for the supplier to display on the Purchase Order.
3. Contact 1: Add the first general contact for this supplier (up to 2 allowed).
4. Contact 2: Add the second general contact for this supplier (up to 2 allowed).

#Enter the Agent details (if applicable).

#Enter the Accounts details (if applicable).

#Info

The Info tab provides a seasonal overview of your total PO (Purchase Order) Units and PO (Purchase Order) Total Value, tracking exactly how much you buy from this supplier across each season.

Tip: Click [Export CSV] to export this information to a CSV file.

#Log

The Log tab allows you to view information regarding modifications, the user responsible for the change, and the corresponding dates and times.

#Click [Save] to save the record.

Important: If you see the error "Data Validation Errors! You will need to correct errors before you can save the record," please check that all mandatory fields are completed accurately.

Ensure you have filled in the following required fields:

• Supplier Name
• Supplier Category
• Currency
• Country