Supplier Orders
Supplier Orders: Managing Supplier Settings
Set up the suppliers you order from, with company-wide settings and settings for each site.
Managing Suppliers
The suppliers section is where you create and maintain the suppliers you order inventory from. Suppliers are shared across your company, but you can also give each site its own ordering settings.
Create a supplier
1
Go to Inventory Management > Supplier Orders > Suppliers and select New Supplier.
2
Enter the supplier's Name. The other settings are optional but recommended. See editing suppliers.
3
Select Save Supplier.
Edit a supplier
Company-wide settings
Apply to every site. You can edit them while logged in to any site.
Site-specific settings
Apply to one site only. Log in to that site to edit them.
1
Go to Inventory Management > Supplier Orders > Suppliers and select Edit against the supplier.
2
Change the settings on the Supplier Details and Ordering Details tabs.
3
Select Save Supplier.
Supplier Details tab
The supplier's name.
Your company's reference for the supplier, if you have one.
Your account code with the supplier. Sites can have their own, in site-specific options.
Address Line 1, Address Line 2, City, County and Post Code: the supplier's contact address.
The supplier's contact numbers.
The supplier's contact email addresses. These aren't used for orders. Order emails are set in ordering details.
Your contacts at the supplier.
Ordering Details tab
Company-wide options
In the top section of the tab, for every site:
Tick to let orders skip Ordered and go straight to Delivered, for orders entered after they arrive.
Tick if an invoice number must be entered before an order can be marked Delivered.
The email addresses filled in by default when any site sends an order to this supplier. Separate several with commas.
Notes about ordering, shown when creating orders.
Information about ordering times, shown when creating orders.
Notes about invoicing.
The minimum value for an order with this supplier, if there is one. It's checked when orders are placed.
Not supported yet
Auto Generate Invoice On Delivery and Product Used For Shipping On Order Invoices aren't currently supported.
Site-specific options
In the bottom section of the tab, for the site you're logged in to:
This site's own account code with the supplier. It replaces the company-wide Account Code.
The email addresses filled in by default when this site sends an order. They replace the company-wide Order Send To Emails. Separate several with commas.
The days of the week this supplier delivers to this site.
How this site usually places orders with the supplier:
The time of day orders must be placed by to meet the agreed lead time. If set, orders show a countdown.
How many days the supplier takes to deliver. Together with Delivery Days, it fills in the Expected Date on new orders.
Find suppliers
1
Go to Inventory Management > Supplier Orders > Suppliers. All suppliers are listed straight away.
2
To narrow the list, use the filters in the Search panel:
All or part of the supplier's name.
Whether to include archived suppliers.
3
Select Search. Matching suppliers are listed in name order.
The list shows:
The supplier's name.
Your company's reference for the supplier.
The supplier's contact number.
Archive or restore a supplier
Archiving a supplier
Before you archive
You can only archive a supplier with no active supplier products, and only if your user role allows it. Find out how user role rights work.
1
Go to Inventory Management > Supplier Orders > Suppliers, find the supplier and select Edit.
2
Select Delete and confirm.
The supplier is archived.
Restoring a supplier
1
Go to Inventory Management > Supplier Orders > Suppliers and search with Show Deleted turned on.
2
Find the supplier and select Edit.
3
Select Undelete and confirm.
The supplier is available again.