Suppliers

Goal

Create, find, update, and document supplier records so purchasing, GRV receiving, and document storage all use the right account.

Where this happens

• In the back office (Core App): Supplier Management group (top-level) — Create / Edit Supplier, Documents.

Use this page to create, find, update, and document supplier records.

Problem

You need a supplier ready for purchasing, receiving stock, or keeping documents with the right account.

Prerequisites

• You have permission to manage suppliers.
• The supplier's approved trading name and contact details are available.
• You have checked that the supplier is not already in the list.

Steps

1. Open Supplier Management and choose Edit Supplier — this opens the Select Supplier screen.
2. Search by supplier name before creating a new record.
3. If no match exists, go back to Supplier Management and choose Create Supplier.
4. Enter the approved supplier name, contact details, payment terms, and any required tax information.
5. Review spelling and numbers carefully, then click Save.
6. When an approved detail changes, open the record from Edit Supplier and update it in the Supplier Workspace.
7. In the workspace, use the Documents section to attach delivery notes, agreements, or other approved records.

Expected result

The supplier can be selected on purchasing and GRV screens, and the record contains current approved details.

Edge cases

• A similar supplier already exists. Do not create a duplicate. Open the existing record and ask a supervisor to confirm it.
• The supplier is not available on a GRV. Save no delivery against a different supplier; correct the supplier record first.
• A contact detail changed. Edit the existing record and keep the old document history intact.
• A document contains private payment information. Follow your store's document policy before attaching it.

Related

• How to receive stock (GRV)
• Administration