Suppliers > Adding a supplier
User GuideSuppliersAdding a supplier
Adding a supplier

To add a supplier, follow these steps:

  1. In the Suppliers page, select Add Supplier.

    The following fields are displayed.

  2. Enter the following details.

    DetailRequired/OptionalDescriptionExample
    Company NameRequiredName of the supplierABC Inc.
    EmailOptionalThe email address of the suppliersupplier@example.com
    URLOptionalWebsite of the supplierhttps://example.com
    CurrencyOptionalThe currency of the supplierUSD
    Street Address 1RequiredThe mailing address of the supplier8912 Porter Trail
    Street Address 2OptionalThe additional line for the mailing addressMatrix Building
    CityRequiredCity of the address of the supplierSan Francisco
    PhoneOptionalPhone number of the supplier1-(334) 601-9994
    CountryRequiredTwo-letter code for the country of the address of the supplierUS
    StateRequiredTwo-letter code for the province or state of the address of the supplierCA
    Zip/Postal CodeRequiredZip or postal code of the address of the supplier90210
  3. Select Save to save the new supplier.

    The supplier page is displayed.

  4. In this page, you can do the following:

    • View and add purchase orders from this supplier
    • Edit the supplier details
    • Delete the supplier
  5. Select Suppliers to view the list of all suppliers and to add another supplier.

    The newly added supplier is displayed in the list.

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