Resources > Create a Supplier/Vendor

Suppliers/vendors are created in the resource module and are usually managed by designated role(s) or person(s) within each agency or office.

Suppliers/vendors are global records, meaning that an individual supplier could potentially be used by anyone in your WorkBook database. Creditors are the entities that send you invoices and are unique records within a WorkBook company; they cannot be shared across companies.

Suppliers/vendors are used for purchase orders only, therefore if a creditor is not purchase order related (i.e. employee creditors) then there is no need to also create a supplier/vendor record.

CREATE A SUPPLIER/VENDOR

The most efficient way to create a supplier/vendor record is via the creditors menu. If this is not possible, due to your agency’s creditor creation or approval workflows then create the supplier/vendor first and then link to the creditor, once created.

To add a new supplier/vendor go to:

• Resources module > resource default grid

• Click on the further options menu

• Select create a new resource > select supplier

Open

• Enter the supplier/vendor name

• Click ok

Open

ADD SUPPLIER/VENDOR INFORMATION

Additional supplier/vendor information can be added via the supplier card.

• Go to the resources module > resource default grid

• Select the supplier/vendor > open the supplier card

• Go to the information tab

• From here you can update the following client information:

  • Name

  • Initials

  • Phone number

  • Mobile number

  • Email

  • Social information: e.g. web address, LinkedIn page etc.

  • Skills

  • Resource group: used to group resources together e.g. for a mail out

  • Tags

  • Address details

  • Business: suppliers/vendors can be grouped by business type for reporting purposes e.g. print, post production etc.

  • Public number: supplier/vendor’s business number

  • Responsible: the main contact person in your company for the supplier relationship

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