Suppliers - Creating a New Supplier

Creating a New Supplier

What it is about

On the New Supplier form, you add the contact details of a new supplier and the default settings related to delivery into the system. Once the supplier is saved, it can be used in purchase orders and the system can generate supplier-specific purchase suggestions based on stock alert limits.

Getting started

1. Go to Suppliers in the left-hand menu.
2. Click the + New Supplier button at the top right.

Fill in the supplier details

The form is divided into three sections:

General

Basic information about the supplier:

• Name — the supplier’s official name (mandatory)
• Name 2 — an alternative or additional name
• Business ID — the supplier’s company identification number
• Supplier code — your own internal code for the supplier
• Address — the supplier’s street address
• Postcode — the supplier’s postcode
• City — the supplier’s location city
• Country — the supplier’s country, selected from a dropdown menu
• Email — the supplier’s general email address
• Phone number — the supplier’s phone number
• Info — free-form additional information about the supplier

Contact person

Details of the supplier’s contact person:

• Contact person’s name — the name of the supplier’s contact person
• Contact person’s email — the contact person’s email address
• Contact person’s phone — the contact person’s phone number

Delivery

Default settings related to the supplier’s delivery:

• Delivery terms — agreed delivery terms with the supplier
• Delivery method — how the supplier delivers the goods
• Delivery time — the supplier’s normal delivery time in days
• No backorders — tick this if the supplier does not deliver backorders

Save the supplier by clicking the Save button at the bottom of the form.

Tips and notes

• Supplier code is useful if your company has its own numbering system for suppliers — it makes it easier to identify suppliers when creating purchase orders.
• Delivery time in days should be filled in carefully — the system can use this information when preparing purchase suggestions, so orders are placed in time before stock runs out.
• Contact person details are automatically filled in on the purchase order form when you select the supplier — keep the details up to date so orders are directed to the correct person.
• The No backorders option is important to mark correctly, as it affects how partial deliveries are handled with that supplier.