Create a Supplier/Vendor > Supplier Settings

Once you have created a supplier/vendor, you can add address details, supplier contacts, creditor mapping etc. via the supplier card in order to complete the supplier/vendor setup.

The areas to complete will be dependent upon your agency process.

ACCESS THE SUPPLIER/VENDOR CARD

To access the supplier/vendor card go to:

• Go to the resources module > resource default grid

• Select the supplier/vendor > open the supplier card

Open

ADD SUPPLIER/VENDOR ADDRESS DETAILS

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

Open

• From here you can update the following supplier/vendor information:

  • Name

  • Initials

  • Phone number

  • Mobile number

  • Email

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

  • Skills

  • Resource group (resource groups are used for grouping resources together e.g. for a mail out)

  • Tags

  • Address details

  • Business (suppliers/vendors can be grouped by the type of business they are 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)

ADD SUPPLIER/VENDOR CONTACTS

Supplier/vendor contacts are the people associated with suppliers/vendors that you may wish to add to a purchase order.

• Go to the resources module > resource default grid

• Select the supplier/vendor > open the supplier card

• Go to the contacts tab

From the contacts tab you can:

• add a new contact

• set a contact as active/in-active

• anonymise a contact

• merge contacts

• move contacts from one supplier/vendor to another

• open the contact card

To add a contact:

• Click the add new contact button

• Add the contact name and email address

• Click ok

Once you click ok, a pop up will appear where you can complete additional fields related to the supplier/vendor contact.

SUPPLIER/VENDOR GENERAL SETTINGS

In general settings you can select supplier/vendor purchase order defaults such as to show sales tax/VAT/GST on your purchase order or to default the supplier/vendor’s activity.

• Go to the resources module > resource default grid

• Select the supplier/vendor > open the supplier card

• Go to the supplier settings tab > general settings

SUPPLIER/VENDOR CREDITOR MAPPING

In creditor mapping you can link an existing creditor, remove the link to the creditor or create a new creditor against this supplier/vendor.

• Go to the resources module > resource default grid

• Select the supplier/vendor > open the supplier card

• Go to the supplier settings tab > creditor mapping

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