Suppliers - Creating a New Supplier


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.

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

  4.      Complete the General fields.

Enter supplier Name.
Enter supplier Phone number.
Enter supplier Fax number.
Enter supplier Email address.
Enter supplier Website.
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.


           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 Creating a New Supplier