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Creating a new supplier
Creating a new supplier
Creating a new supplier enables adding it to Purchase orders
Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

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.

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