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 ...

• 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 banner of the Customer window, add the Customer # and Customer Name. In the Details Tab, add contact information. ...

• Add a Customer Credit

  A credit can be applied to a customer account other than for return of product from an order. You may want to credit the customer for a partial refund or a deposit for future transactions. Both examples are provided in demo below. To apply a customer ...