Add a Supplier

A customer can be added from Data > Suppliers or from a Purchase Order.  Click on the + symbol to add a new supplier.

In the banner of the Supplier window, add the Supplier # and Supplier Name.  

In the Details Tab, add contact information.  

• Related Articles

• Supplier Record Detail

  Note: not all tenants will have the same fields and user access may restrict the ability to access some functionality. Editing the supplier record Details - edit the supplier contact information Activity - add notes to the supplier record Tax ...

• Posting a Supplier Invoice

  When a Supplier Invoice is received for a Purchase Order a Purchase Invoice needs to be created in Sandbox to add to Payables for payment. To start you will need to find the PO for the supplier invoice. On the Purchase Order screen you can filter POs ...

• Giving a Supplier Credit

  Giving a Supplier Credit In the left menu select “Data”. Click “Suppliers” and locate the supplier and double click to open the supplier’s details.  On the left click the “Credit” tab and then depending on the type of credit that you want to add to ...

• Lending Suppliers

  The primary purpose of Lending Supplier is for expense payments made on credit cards, but can be used for any payable account. To set up a Lending Supplier, add the supplier (or edit existing supplier), and check "Is Lending Supplier" and save. Then ...

• Add a Customer

  A customer can be added from Data > Customers or from a POS, Quote, or Work Order. Click on the + symbol to add a new customer. In the header of the New Customer window, select the Customer Type; Company or Person. This will automatically add the ...