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 the

            Suppliers section.

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



  4.      Complete the General fields.


FieldDescription
NameEnter supplier Name.
PhoneEnter supplier Phone number.
FaxEnter supplier Fax number.
EmailEnter supplier Email address.
WebsiteEnter supplier Website.
Add NewThis allows for additional contact information (e.g. phone, mobile, pager, etc.) to be added.

Note: When adding a Facebook/Twitter/Instagram account, only the username is needed. You do not need to add www. or @ symbol.
e.g. Facebook account would only need to be entered as 'Username' not 'www.facebook.com/Username'
TagsSelect 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. 


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)