Sales
To add a supplier to the suppliers' database
- Select “Purchases” from the navigation menu.
- Select “Manage Suppliers”.
- Click the button “New Supplier”.
- Input the Supplier’s Information
- Supplier Details
- Business Name: Input the supplier’s business name/ Company name.
- First Name: Input the first name of the supplier who represents the business.
- Last name: Input the last name of the supplier who represents the business.
- Telephone: Add the supplier’s telephone number.
- Mobile: Add the supplier’s mobile number.
- Street Address 1: Input the main street address of the supplier.
- Street Address 2: {Optional} Input a second address of the supplier.
- City: Input the supplier’s city.
- State: Input the supplier’s state.
- Postal Code: Input the supplier’s postal code.
- Country: Input the supplier’s country.
- C.R.: {Optional} Input the supplier’s Commercial Record.
- Tax ID: {Optional} Input the supplier’s Tax ID.
- “Add Secondary Address“ Checkbox: Check to add a secondary address of the supplier and input its information.
- +Add contacts: Click the button to add another contact related to the supplier.
- Account Details
- Supplier Number: A sequential, unique auto-number of the supplier ID.
- Currency: Select the desired currency of transactions between you and the supplier.
- Opening Balance: Input the supplier’s opening balance to act as the first entry of an owed amount in the supplier’s ledger account.
- Opening Balance Date: Input the opening balance start date; set as the current date by default.
- Email: Input the Email address of the supplier.
- Notes: Add related notes as needed.
- Supplier Details
- Click “Save“.
- Note that you can show or hide extra fields and customize your own fields.
- For more information, please refer to the tutorials “Suppliers’ Custom Fields”.
- Note that you can show or hide extra fields and customize your own fields.