Set up a supplier

Once a supplier is added, set up how you order from them and who can.

You'll do this from: head office

1. Click Suppliers. Managed shows by Misenplace (we read their invoices for you) or Internally (you add their products yourself).
2. Click the pencil under Edit next to the supplier and open Supplier details.
3. Under the details shared across your organisation, enter your Organisation account code, a Supplier contact name and Telephone, the Ordering email, and a Contact email and Credit note email if they differ. Click Save.
4. Under Locations, click Edit next to a location.
5. Add its Account code and Sub code if it has its own, and an Ordering email if it orders somewhere else. Anything left empty uses the organisation value.
6. Under Areas that can order from this supplier and Area categories that can order from this supplier, tick who can order, for example Kitchen only.
7. Add any Delivery instructions. They go on every purchase order sent to this account.
8. Click Save.

Stopped using a supplier? Click the lock under Deactivate. It moves to the Deactivated tab.