Org Level > Suppliers

Use this screen to view existing suppliers and/or create new suppliers.

Video: Adding Suppliers

Suppliers Screen

From the Organization Level, select Suppliers from the left navigatin to open the Suppliers screen.

1	Enter the Supplier Name or ID and click Search to locate a specific supplier.
2	This screen lists existing Suppliers by Name and Supplier ID, along with a Product Count, which indicates the number of products provided by the supplier. Click the drop down to change how the list appears.
3	Click here to open the Create a New Supplier Screen. See below for more details.
4	To view details for a particular Supplier, click the Edit icon () to open the Edit Supplier screen. See below for more details. Click the Delete icon to remove a supplier from the list.

---

Create a Supplier

From the Main Screen, select Products > Supplier to open the Supplier screen. Then click on the Create a Supplier button to open the Create a New Supplier screen.

1	Supplier Name is a required field.
2	Enter the contact information.
3	Enter the email address of the contact at this supplier.
4	For use in order passing, this field allows you to associate an additional reference number to this supplier.  This number will appear on reports.
5	If enabled, the system will send email notifications to the email address(es) entered below containing order reports listing line items in customers’ orders that this supplier is responsible for fulfilling. You may add additional email addresses to these fields, separating them with commas.
6	The FOB (freight on board) shipping point or place of origin is where the products are shipped and start their movement toward their final destination.

---

Edit Supplier

Make changes to an existing supplier.

From the Main Screen, select Products > Suppliers to open the Suppliers screen and click the Edit icon () to open the Edit Supplier screen.

Make changes as needed and click Save to save the changes and return to the Suppliers screen.

1	Supplier Name is a required field.
2	Enter the contact information.
3	Enter the email address of the contact at this supplier.
4	For use in order passing, this field allows you to associate an additional reference number to this supplier.  This number will appear on reports.
5	If enabled, the system will send email notifications to the email address(es) entered below containing order reports listing line items in customers’ orders that this supplier is responsible for fulfilling. You may add additional email addresses to these fields, separating them with commas.
6	The FOB (freight on board) shipping point or place of origin is where the products are shipped and start their movement toward their final destination.

Updated April 07, 2025 19:42