Supplier Records Tutorials

The supplier List View and Edit View are explained on Supplier Records List and Edit Views.

💡These tutorials explain how to view, create, edit and delete supplier records, view accounting information and add notes or attachments.

How to View a List of Suppliers#

1. Navigate to Suppliers.
2. Click Menu (button) > Default.
   • Note: This view opens by default.
3. Apply any of the filters as needed.
4. Click View (button).

How to View Suppliers’ Accounting Information#

1. Navigate to Suppliers.
2. Click Menu (button) > Accounting.
3. Apply any of the filters as needed.
4. Click View (button).

How to View Recently Added or Updated Suppliers#

1. Navigate to Suppliers.
2. Select the Created or Updated radio button.
3. Next to Set, select Today or This Week.
4. Click View (button).

How to Create a Supplier Record#

1. Navigate to Main Menu > Setup > Suppliers.
2. Click New (button).
3. Fill in the Header section as follows:
   1. Name = Enter the full legal name of the supplier.
   2. Known As = Enter the supplier’s trade name.
   3. Reg No. = Enter the supplier’s registration number.
   4. Categories = Click the three dots (…) in the Categories box and select the categories you want to add on the popup:
      1. Move the categories from the Available to the Selected section.
      2. Click Save (button).
         • Note: Categories are created with Menu (button) > Edit Categories.
   5. Telephone = Enter a landline phone number, including any international dialling codes.
   6. Mobile = Enter a mobile number, including any international dialling codes.
   7. WhatsApp = Enter the supplier’s number used for messaging services.
      • Note: The WhatsApp caption is a General Setting: you can replace it with the name of your preferred messaging service.
   8. Email = Enter the supplier’s email address.
   9. Website = Enter the supplier’s website address.
   10. Postal Address: Prefilled with the default postal address from Addresses (tab).
   11. Physical Address: Prefilled with the default physical address from Addresses (tab).
4. Complete the Attributes (tab).
   • Note: The Suppliers and Currency and Tax attribute groups are added automatically.
5. Complete the Addresses (tab).
6. Complete the Employees (tab).
7. Click Save (button).

How to Edit Supplier Records#

1. Navigate to Suppliers.
2. Right-click the applicable record and select Edit Contact.
3. Click Edit (button) if it is not blue.
4. Make the changes (see How to Create a Supplier Record).
5. Click Save (button).

How to Delete Supplier Records#

1. Navigate to Suppliers.
2. Right-click the applicable record and select Edit Contact.
3. Click Actions (button) > Delete Contact.
4. Confirm the deletion on the popup.

How to View or Add Notes or Attachments#

1. Navigate to Suppliers.
2. Right-click the applicable record and select View/Edit Notes & Attachments.
   • Note: A panel opens on the right.
3. Double-click an entry in the panel on the right to edit it, or click Add (button) to add an entry.