1
Click + New Supplier
On the Suppliers page, top right.
Add a supplier
When you start buying from a new vendor or subcontractor.
2
Type the Name
Required.
3
Choose the Type
Vendor sells parts and materials. Subcontractor provides labour or specialist work. The third choice is both.
4
Type the City
Phone, Email and GSTIN are optional. Notes can hold payment terms and lead times.
5
Click Save
The supplier gets an ID such as SUP-0001.
See supplier groups
When you keep an approved list for a client.
1
Click Groups
On the Suppliers page. The tabs are All, Vendors, Subcontractors, Both and Groups.
2
Click + New group
Each group has a name, a client and its members. The list shows how many members each group has.
Order stock from a supplier
When you need parts from a vendor.
1
Click + New Purchase Order
On the Purchase Orders page, top right.
2
Choose the Supplier
Required. Order date is today's date. Linked quote and Linked case are optional.
3
Set the Expected delivery date
When the order should arrive. Notes and Terms are below it.
4
Click + Add line
A first line is already there. Use the button for each further item.
5
Pick the item From inventory
The description, unit, quantity and rate fill in from the inventory item. Change the Qty as needed. Choose — Free-text line — for something that is not in inventory.
6
Click Save
The order total is shown above the buttons.
Receive stock against an order
When the goods arrive.
1
Click Receive stock
On the page of an order that is Sent or Partially received. It opens the Lines tab.
2
Type the quantity received
One box per line, with the number still remaining. Type what actually arrived.
3
Add a Note
Optional, for example a delivery reference.
4
Click Record receipt
The Received column of the Line items table updates and the stock goes onto the inventory item.
