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- Inventory
- Deactivating Products
- Requests For Quote
- Time Products
- Products
- Backorders
- Bay Locations
- Features
- Stock Tracking
- System Products
- Accounting details for Products
- Configuring Product Settings
- Products in Portal
- Suppliers
- Supplier Pricing
- Suppliers & Products
- Multi-currency for Purchasing
- Stock Transfers
- Barcodes
- Product Inventory Details
- Importing & exporting Product data
- Purchase Orders
- Managing Stock
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Different Price Types
- Inbound Shipments
- Working with Landed Costs
- Configurable Products
- Variable Products
- Time Billing
- Manufacturers and Suppliers
- FROM Location-based pricing
- TO Location-based pricing
- RFQ Web Templates
- Quantity-Based Price Breaks
- PO Web Templates
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Training
- Reporting
Suppliers
Suppliers and Manufacturers are different – see this guide for further information. You can also learn how to link your Suppliers and Products here.
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.
Adding a new Supplier Company
Adding a new Supplier Contact
A new form will open to allow you to enter in 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.