No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Linking Suppliers & Products

CRM lets you assign multiple Suppliers to your Products for easy purchasing – anything you buy from that supplier will be priced correctly automatically and have the appropriate details applied.

If your Suppliers and Products are not already linked, you can do so from:

  • Supplier records
  • Product records

See also:

From a Supplier

  • Open a Supplier record, go to the Product tab and click on Add Product.

If you cannot see this tab, it may be hidden, and you need to edit the record tabs to make it visible.

  • A new form will display, allowing you to link an existing Product to the Supplier.

The details that you add here will automatically flow through to any Purchase Orders that you create for this Supplier. These fields also allow you to differentiate from product information that is shown to customers on sales, which is not always the same information needed for purchases.

You can set the following preferences for each Product here:

  • In the Product field, select the existing item.
  • If you have multiple Suppliers for this Product, indicate if this is the Main Supplier.
  • Add the Price you pay this Supplier. Note you can also add additional types of Supplier Pricing.
  • Delivery Method, Delivery Lead Time, Pack Size and Minimum Order are all ‘information only’ fields at present and do not have a function.
  • Supplier Description is how the item is described by the Supplier.
  • The Supplier field will be pre-filled for you.
  • Supplier Part Number is the number used by the Supplier.
  • Tax Rate is what will be applied to purchases.
  • Currency is what will be applied to purchases.
  • Supplier Product Name is the name used by the Supplier.

When you are finished, click Save or Save & New if you’d like to add another Product.

From a Product

  • Open a Product record, go to the Supplier tab and click on Add Supplier.

If you cannot see this tab, it may be hidden, and you need to edit the record tabs to make it visible.

  • A new form will display, allowing you to link an existing Supplier to the Product.

The details that you add here will automatically flow through to any Purchase Orders that you create for this Product. These fields also allow you to differentiate from product information that is shown to customers on sales, which is not always the same information needed for purchases.

You can set the following preferences for each Supplier here:

  • In the Product field, the item will be pre-filled for you.
  • If you have multiple Suppliers for this Product, indicate if this is the Main Supplier.
  • Add the Price you pay this Supplier. Note you can also add additional types of Supplier Pricing.
  • Delivery Method, Delivery Lead Time, Pack Size and Minimum Order are all ‘information only’ fields at present and do not have a function.
  • Supplier Description is how the item is described by the Supplier.
  • Choose from the list in the Supplier field.
  • Supplier Part Number is the number used by the Supplier.
  • Tax Rate is what will be applied to purchases.
  • Currency is what will be applied to purchases.
  • Supplier Product Name is the name used by the Supplier.

When you are finished, click Save or Save & New if you’d like to add another Product.

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with:
275 queries in 1.750