The Supplier area is accessed via the main menu grid. This is the area where Supplier information can be viewed, edited, and maintained.

You can search your supplier records using any of the above fields. You also have the option to export your supplier records to excel.

To create a new supplier, hit the Import/Create button in the top right.

To Edit/Maintain a Supplier Record

Locate the Supplier record and choose from the icons under the ACTIONS column.

View: View the Supplier Record
​Edit: Edit the Supplier Record
​Status: Change to Active/Inactive using the change status button - note that best practice if a Supplier is no longer to be used, is to make them Inactive rather than deleting their record

Delete: Delete the Supplier Record - note that this is not recommended unless there are no transactions against the Supplier, e.g. a duplicate record has been created in error