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In this article, we will explain how to create a new Supplier. Follow the below steps to create a new Supplier:

  1. Click on the Modules from the Header and select the "Supplier" tab. to open your Supplier section.
  2. Click on the "New" button located at the top of the supplier listing section to add a new supplier.

 

Fill in all the mandatory field such as the Name of the supplier, Supplier Category, Email, and Phone Number.


Supplier Category: Here is an important point to note down, we can define categories for different types of suppliers in Org-Settings. If there are multiple supplier categories present in the Org-Settings, you will have to select the particular category from the drop-down. If only one category is present, then this field will not display because the system by default considers the only category for the supplier.



Parent Supplier: If you want to add a supplier as a subsidiary then select parent supplier from the dropdown. Here only the registered supplier shown in the drop-down list. If you want to create it as a parent supplier or only supplier, leave this field as blank. 


Contact details: Enter the contact details such Email address and contact number. Here you can add multiple supplier contact details by clicking "+ Add new contact details". Now, click on the "Add" button. You can get list of all the suppliers and their status. The new supplier added is present at the top of the list with "pending-approval status". 



 This means that the invitation is sent to the supplier that has been registered against this email address requesting to process further by registering. In the next step, you will learn how to onboard the new supplier.