Suppliers - Creating a New Supplier


Overview

Suppliers in the system are the companies that you purchase stock and materials from whether it is stock or finishing supplies.

 


Creating a New Supplier


Step     Action

  1.      Select {Settings} and then select {Vendors/Suppliers} under Dockets.

  2.      Select {Suppliers} on the right-hand side of screen to auto scroll to

             Suppliers section.

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  3.      Select {New} under Suppliers. A New Supplier page will open.

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  4.      Complete the General fields.

Field
Description
Name
Enter supplier Name.
 Phone Enter supplier Phone number.
 Fax Enter supplier Fax number.
 Email Enter supplier Email address.
 Website Enter supplier Website.
 Tags Select one or more Tags from the drop-down menu.
Note: These options can be modified. (See Customer-Tags)

 

  5.      Select {Save}. The page will now show the name of the new supplier.

    

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           Note: The option to add additional supplier information will be available once the General

         supplier information has been saved and the new supplier page generated. (See

         Supplier-Locations, Supplier-Contacts, Supplier-Notes)

      


Watch the Video