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
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.
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.