To add a new supplier, please follow these steps:
Access the Suppliers Section: Begin by navigating to the Contacts section from the main menu. From there, select Suppliers from the available options.
2. Create a New Supplier: Once you are on the Suppliers page, click on the + New Supplier button to initiate the process.
3. Enter Contact Details: Fill in as many contact details for your supplier as possible. Once you’ve completed this section, click the Next button to proceed.
💡Tip: Tick the Prompt me to send purchase order emails box to automatically email each order after confirming the prompt
4. Provide Additional Information: In this step, you can add any further details about the supplier, along with any relevant notes that may assist in your future interactions.
5. Start Creating Purchase Orders: You are now ready to create purchase orders for your new supplier!
If you have any questions during the process, feel free to reach out for assistance.