Navigate to the Library via the Page Navigation Menus on the left, and select Suppliers.
Select the CREATE NEW SUPPLIER button in the top left corner of the screen. After that you will see a number of fields to where you can enter in the details of your new Supplier. To get the most out of the App, enter as many details as possible.
Name – The Suppliers Organisational name.
Supplier Type – Select from the drop down options the type of Supplier this is.
Website – The Suppliers websites URL.
Email – The Suppliers main contact email (this could be their Head Office or Support Team).
Phone – The Suppliers main phone number.
Fax – The Suppliers main fax number (if they have one).
Address Line 1/2/3 – The Suppliers main address (this could be their Head Office).
City – The City where the Suppliers main address is located.
Country – The Country where the Suppliers main address is located.
State – The State where the Suppliers main address is located.
Region – The Region where the Suppliers main address is located.
Post Code – The Post Code where the Suppliers main address is located.
Main Contact First/Last Name – Your main contacts name (this could be your Companies representative).
Main Contact Email – Your main contacts email address (this could be your Companies representative).
Main Contact Phone – Your main contacts phone number (this could be your Companies representative).
Pro Tip
It's not necessary to fill out every field, only the ones marked with an Asterix (*) are required to create a new Supplier, however, the more information you enter the more accurate your reporting and searches will be.
A completed Supplier Details may look similar to this:
Next is the Suppliers Locations, this refers to the specific locations or addresses associated with this Supplier.
Here you will add the specific Store Emails, Address's and Opening Hours for each of the Suppliers Stores. Once you've entered the details, make sure you click the ADD button in the bottom left hand side of the screen.
A completed Supplier Location may look similar to this:
And finally, if your Supplier is a Product Supplier you will be able to select all the Brands that this Supplier currently stocks. If there is a Brand you cannot find look into how to Create a New Brand.
If you select a Brand that the Store does not stock or the Store no longer stocks it, simply click the X button next to the selected Brand.
A completed Brands may look similar to this: