Whether you're adding a new supplier or updating an existing one, this guide walks you through everything you need to know in the Suppliers section of Auxo Workshop. Once a supplier exists, everything about it is edited on a single Edit Supplier screen, and changes save automatically.
đ Add a New Supplier
Click Contacts in the left-hand menu, select Suppliers, then click + New Supplier to open the Add Supplier screen.
Enter as much information as you can. The available fields include:
Supplier Name (required)
Contact Name: First and last name of your contact at the supplier
Mobile No. and Phone No.
Email Address
Prompt me to send purchase order emails: Tick this box to be prompted to email each purchase order to the supplier after you confirm it
Account Number: Your account number with the supplier
NZBN: The supplier's New Zealand Business Number
Skip pricing matrix for parts ordered from this supplier: Tick this box if you do not want your pricing matrix applied to parts ordered from this supplier
Group: The supplier group this supplier belongs to
đĄ Tip: Tick Prompt me to send purchase order emails to automatically email each order after confirming the prompt.
Click Next to continue to the Edit Supplier screen, where you can add the remaining details.
đ The Edit Supplier Screen
The Edit Supplier screen shows every detail for a supplier in one place. Click into any field, make your change, and it saves automatically when you move to the next field. There is no Save button, and a Saved indicator appears next to the page title to confirm each change.
The Supplier Details card includes all of the fields from the Add Supplier screen, so you can update the name, contact details, purchase order email option, account number, NZBN, pricing matrix option and group at any time. It also includes:
Billing Address: Tick My Billing Address is different from Delivery Address if you also need to record a separate delivery address
Website URL
GST Number
GST Rate
Terms of Payment: Click to show a dropdown and choose from the following:
Cash
[Credit] 14 Days
[Credit] 20th Day of Next Month
[Credit] 30th Day of Next Month
[Credit] 7 Day Payment
[Credit] 7th Day of Next Month
[Credit] Cash on Delivery
Read more about supplier groups in Customer & Supplier Groups.
đĽ Additional Contacts
The Additional Contacts section on the Edit Supplier screen lets you link multiple contacts to this supplier record, for example a purchasing contact who receives purchase orders, or an accounts contact who receives invoices. Each contact has their own notification preferences so you can control exactly what gets sent to them and how.
đ Read more in the Additional Contacts in Auxo Workshop article.
đ Notes and Communication History
Use the Notes section to record notes against the supplier. The Communication History section at the bottom of the screen lists the emails sent to the supplier from Auxo Workshop, such as purchase orders.
âď¸ Edit an Existing Supplier
Go to Contacts > Suppliers.
Click the name of the supplier you want to edit to open the Edit Supplier screen.
Click into any field and update it. Your change saves automatically when you move to the next field.