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Create & Edit Suppliers
You can create and edit suppliers on the “Suppliers” screen to get there, go to the “Main Menu” then select “Suppliers“:
Create A Supplier
Click on “+ New Supplier“:
Now enter the required info:
Supplier Account Prefix
When creating a new supplier, you can specify your own “prefix”. For example, you can use the first 3 letters of the suppliers name, or the “initials” (such as “ABC” for “AlphaBroder Company”) – and that will be the “prefix” for the account number, for example: ABZ001.
You can enter additional information for your supplier from the “Optional” menu:
- Mailing Address: The main address of the supplier.
- Ship From Address: The address the supplier ships from. (You can check “same as mailing address” box if they ship from there as well.)
- Ship To Address: The location the supplier will ship to.
- Money: Your terms with the supplier and the tax rate to use by default for this supplier.
- Other: Set the default ship method the supplier uses and assign to a supplier group. (Free shipping or No Free Shipping.)
When you are done click “Save” to add the suppllier. We will discuss the optional/advanced supplier details in the next part of this article.
Edit A Supplier
To edit a supplier click on the “3 Dot” menu then select “Edit“:
Edit Basic Information
On the Basic tab you can edit and add supplier information:
Select a specific shipping method.
Edit Advanced Information
Under the “Advanced” dropdown you are able to edit:
- Address List
- Ship To Us Address List
- Contact Persons
- Money
- Categorize
See Below for more info on each tab:
Address List – The address list tab is where you will add and edit address related to the Supplier, such as their offices and warehouses:
- To edit an existing address click on the three dots.
- To set the address as the default mail to or ship from click on either the mail icon or truck icon.
- To add a new address click on “New Address“
Ship To Us Address List – On the ship to us address list tab you are able to view your available company addresses and set one as the default ship to address. You can choose the default ship to address by clicking on the truck icon:
Contact Persons – On this tab you can add and edit the contacts for the supplier:
- To edit the contact click on the 3 dots.
- If you choose to make them the main contact their contact info will be used by default for all communications excepting financial communications.
- If you choose to make them the financial contact whenever you send out payment that will be the contact that will be notified and receive any OTPs via their cell.
Money – On the money tab you are able to:
- Set the default tax rate.
- Enter a tax or resell number.
- Enter the free ship amount of the supplier. (If applicable.)
Categorize – On the categorize tab you will be able to change the supplier’s default sales category as well as which shipping group they belong to:
