Suppliers
Keep the suppliers that receipts use: code, name and contact details.
Before you start
Supervisors and administrators view, add and change suppliers; only administrators delete them.
Steps
1. Choose Add and enter the supplier code and name; codes are unique regardless of case.
2. Fill in the contact, phone or note and save.
3. Deactivate a supplier you no longer use; inactive suppliers are not offered on new receipts. For many records, choose Add in bulk: upload a template, type on the page or paste from Excel.
Verify the result
Suppliers are shared by every warehouse, so receipts of any warehouse can use them.
Notes and examples
Example: a vendor delivering to two warehouses needs only one supplier record.
Limitations
A supplier with receipts cannot be deleted, only deactivated.
Troubleshooting
If a receipt cannot find a supplier, check that it is active. For a duplicate code, use another code or reactivate the old record.
What are the limitations of Suppliers?
A supplier with receipts cannot be deleted, only deactivated.
How do I troubleshoot Suppliers?
If a receipt cannot find a supplier, check that it is active. For a duplicate code, use another code or reactivate the old record.