Suppliers are the businesses you buy goods and services from. Adding a supplier once means their details are ready whenever you raise a purchase order or record a bill. Here is how to set one up.
From the CRMit menu on the left, select Suppliers List. This opens the list of all your existing suppliers.
Choose the option to add a new supplier. A form opens where you can enter their details.
Fill in the core information for the supplier:
Add the payment information you will need when it is time to pay them, such as their bank details and your usual payment terms.
Click Save. The supplier is now ready to use on purchase orders and purchases.
Tip: Adding suppliers once saves time on every purchase. When you raise an order or log a bill, you simply pick the supplier from the list.
With the supplier in place you can start ordering from them and recording their bills.
Book a quick demo and we will walk you through adding your suppliers and recording your first bill.