Step 1: Add Supplier
To add a supplier, navigate to the "Contacts" module in the left-side navigation bar. Select "Suppliers" and then click on the "ADD" option found on the left-hand side.
Step 2: Complete the Supplier Contact Form
Please fill out the contact form, specifying whether the supplier is an individual or a business. Then, include their mobile number, email, and any other essential details.
Step 3: Add more information
To include additional details, click "Add More Information." Here, you can input the supplier's tax number, opening balance, addresses (including city, country, and zip code), and VRN if applicable. Feel free to utilise any custom fields for further necessary information.
Step 4: Save Changes
Once you've completed all modifications, ensure to click the "Save" button to safeguard your changes.
Step 5: Manage your suppliers
After saving changes, you can view all suppliers and filter them by purchase due, purchase return, and status (active or inactive), among other criteria. Additionally, you can export the supplier list in various formats such as CSV, Excel, or PDF, and even print directly. You have the option to control column visibility according to your preference.
To manage your suppliers, simply click on the action button in the respective supplier row. From there, you can choose to add a payment, view, edit, delete, or deactivate the supplier. Additionally, you can access the supplier's ledger, your purchases from them, stock reports, as well as any associated documents and notes.
