Add a supplier

Add a supplier before you record the first receipt of goods from them. Once saved, the supplier can be selected when you create a new receipt.

How to add a supplier

1. From the side menu, open Master data and click Suppliers.
2. Click Add supplier.
3. Fill in the fields described below.
4. Click Create supplier.

Fields

• Code — a short, unique code, for example SUP-NCR-01.
• Name — the official company name.
• Contact person — the sales representative or contact name.
• Phone, Email, Tax ID and Address — fill in whatever is available.
• Notes — any relevant details, such as warranty terms or delivery time.
• Supplier active — on by default. Keep it on if you are ready to receive goods from this supplier.

Tip

An inactive supplier is hidden from the receipt list. To pause work with a supplier without deleting them, mark them Inactive.