Suppliers and Manufacturers are different – see this guide for further information.

See also:

• Suppliers and Manufacturers
• Customers and Suppliers
• Linking Suppliers and Products
• Supplier pricing

Just like customers can be Companies or Contacts, Suppliers can too. Suppliers are located in the Inventory section in either Supplier Companies or Supplier Contacts.

Creating new Suppliers

• From the Inventory section in either Supplier Companies or Supplier Contacts click the button to add a new record.

 

 

• A new form will open to allow you to enter in the details for the supplier.

The same way you can set a range of preferences for your customers, you can do the same with your Suppliers by adding details that will automatically flow through to Purchase Orders and Supplier Bills, such as:

• Default Currency
• Payment Terms
• Delivery Instructions
• Default Templates

You can also establish Parent-Child or Third-Party Relationships between Suppliers.

• When you are done, click on Save & Close.

The key difference between a customer and supplier record is the I buy from box that indicates that the company is used for purchasing, rather than sales; on a customer record the I sell to box would be ticked instead.

Working with Supplier records

Supplier areas and records work the same way that Company and Contacts do; you can still access the same toolbars and functions from the main page.

The key difference is that on Supplier records you are able to see a range of tabs related to Products and purchasing.

• Products – shows all related Products. You can learn how to link your Suppliers and Products here.
• Supplier Prices – allows for Supplier Price Breaks to be viewed, edited and added. Learn more about how to configure pricing.
• Prior Items Purchased – shows all items from related Purchase Orders.
• Purchase – shows all related Purchase Orders.
• Requests for Quote – shows all related Requests for Quote.
• Receipts – shows all received Inbound Shipments.

Suppliers & your accounting system

If you are integrated with Xero, you can tick both the sell and buy boxes on a Company record i.e. the record would show in CRM as both a customer and a supplier.

If you are integrated with MYOB, you can only tick either the sell or buy box on a Company record and would need two Company records if a customer was also a supplier.