Creating a new supplier allows it to be added to a Purchase order (PO). You can also add email addresses and any comments to your suppliers from the Contacts screen.

When creating a PO, you can search for existing suppliers by typing a supplier name into the Supplier field of a PO, and selecting a supplier from the drop-down menu.

Creating a supplier

  1. Navigate to the Contacts screen > Suppliers table and click + Add new row at the bottom of the table.

    Fill in the following information:

    - Supplier name (required)

    - Email address - Must match general email address formatting, if not, it will be highlighted in red and will not save.

    - Comments - Add any internal comments to a supplier.

    All new suppliers can be selected from the drop-down menu for the Supplier field on Purchase orders.

  2. On a PO, type a supplier name into the Supplier field. If the supplier doesn't exist in your Contacts, create a new supplier by clicking Create new "supplier name" in the drop-down menu or by pressing Enter. The new supplier will be saved to the PO Order and added to your Contacts.

    Note: The same approach also works when quick-adding Purchase orders from Manufacturing orders or from the Inventory tab. Read more about creating Purchase orders

    Email addresses and comments can be added or edited from the Contacts screen.

Did this answer your question?