Creating a supplier in your system involves a few straightforward steps. Follow these instructions to add a new supplier:
Steps to Create a Supplier:
Navigate to Suppliers Module:
Locate the Suppliers module on the left-hand side of your page.
Click on it to open the Suppliers tab, which is typically the first tab in the Suppliers module.
Add Supplier:
Scroll down within the Suppliers tab until you find a blue button labeled "ADD SUPPLIER".
Click on the "ADD SUPPLIER" button to proceed.
Enter Supplier Details:
Fill in the required fields based on the supplier's details.
Ensure that the toggle or checkbox for "Active" is set to YES to indicate the supplier is active.
Submit the Information:
Once all the necessary information is entered and you are satisfied with the details, click on the "Submit" button.
The information will be saved successfully.
Manage Supplier Details:
After saving, the supplier page will open displaying all the captured details.
From this page, you can perform various actions such as:
Back: Return to the previous page.
Edit: Modify supplier details if needed.
Deactivate: Disable the supplier if no longer needed.
Further Actions:
Scroll down on the supplier page to view:
Items linked to this supplier.
Instructions on linking items for ordering purposes.
Creating new supplier orders once items are linked.
Additional Information:
Ensure items are linked to the supplier before creating orders to streamline the ordering process.