Suppliers

Modified on Tue, 7 Oct at 8:08 AM

From the menu 'Contacts' > 'Suppliers', you can view, search, create and export suppliers.



Supplier list



Your supplier list will display when you open the menu 'Contacts' > 'Suppliers'.

Search or filter suppliers

Open the filter options by clicking on the filter box and start filtering.




Enabling/Disabling suppliers

Here are two ways to enable/disable a contact:

1. Select the contact(s), choose 'Select Operation" and then click on "Enable" or "Disable":




2. In the 'ACTIVE' column, place your mouse on the contact you wish to enable/disable and click on the following button:


Creating suppliers

From the customer list, click on '+ CREATE':


- Add the supplier Contact details and Address:


- Add Notes: (These notes will not be displayed on any customer facing document.)



- Add Detailed information:


You can choose to set a default price level, tax, currency, discount rate and PDF language for your supplier.




Finally, don't forget to save.


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