Help · Buy

Add a supplier

  • For: Managers, buyers and the owner
  • Time: About 5 minutes
  • Part of: Buy

Steps

  1. Click Buy > Suppliers, then New supplier.

    The New supplier drawer with Code, Name, Phone, Email, Tax number and Payment terms
    1. Code and name
    2. Contact details
    3. Payment terms
    4. Save
    Demo data

    You should see: The New supplier drawer opens.

  2. Type a short Code (for example SAV) and the Name. Add the Phone, Email and Tax number if you have them.

  3. Type the Payment terms: the days you have to pay (for example 30). Click Save.

    You should see: The supplier appears in the list as Active.

  4. To pay them electronically later, open the supplier and click the Payment details tab. Click Propose new details.

    A second person must confirm the details with the supplier, then approve them. This stops payments being redirected.

If something goes wrong

The code already exists

Each supplier needs its own code. Add a number, for example SAV2.

I added the same supplier twice

Open the extra one and set its status to Inactive. Do not delete it.

I do not see Buy in the menu

The Purchasing add-on is off, or your role does not allow it. Ask the owner.

Still stuck? See Fix common problems.

Next steps