SCM – How Do I Create A Supplier?

• This article describes how to create a supplier online through the user interface.
• There is a suppliers bulk upload function, which is described in this knowledge base article.

How To Get There

• • From the Main Menu
    • Supply Chain -> Suppliers List
  • In the Suppliers List screen
    • Click on the + Add New Supplier button at the top of the screen

• • • A Create Supplier  form will appear (see screen print below) where you can enter the supplier’s details
  • When the details have been entered, click on the Save button at the bottom of the popup entry form to persist the supplier

What Is It For?

• To enter supplier details so that
  • Products can be assigned to the supplier
  • Purchase Orders can be generated for that supplier
  • Supplier details are available to produce a Purchase Order for that supplier

Hints and Tips

• It is advisable that you create your list of Lead Times details before creating Suppliers, as you will need to assign a supplier lead time from the list to create the Supplier. Please see the article about Creating Editing and Assigning Lead Times for details.
• While it is not mandatory, creating all your Suppliers before creating Suppliers Purchase Orders will simplify your workflow. 
• A supplier bulk upload function is available to load supplier details from an Excel spreadsheet, please read the Bulk Uploading Supplier Details article

Screen Print

Screen Content

Business Name (Required)

• The business name of your supplier as you would like to see it on their Purchase Orders

Supplier Code (Optional)

• A short name or nickname for the supplier.
• This will be used in the supplier lists throughout the system instead of the Business Name, for ease of reference and to save screen real estate.
• Although the field is optional, we encourage you to assign a nickname/short name
• The Supplier Code format is not validated, it can have any structure you wish.

Preferred Currency (Required)

• Select a currency from the currency dropdown. This is used to qualify financial amounts on the purchase order.

Website Address (Optional)

• The URL of the supplier’s website. Not validated for format.

Lead Time (Optional)

• Choose a lead time from the dropdown list.

Your Customer Account Number (Optional)

• The Customer Reference Number of your account with the supplier. Will be shown on supplier POs.

Contact Name (Required)

• Name of a principal in the supplier’s company

Position (Optional) 

• The position in the supplier’s company for the contact named above

Email Addresses (Optional)

• Not validated for format if entered

Contact Numbers (Optional)

• Supplier telephone numbers
• Not validated for format if entered

Address Line 1 (Required)

• While a value is required, its format is not validated, so please use N/A or similar if you deem recording of addresses is not necessary.

Address Line 2 (Optional)

• Self-explanatory

Address Line 3 (Optional)

• Self-explanatory

District Or County (Optional)

• Self-explanatory

City (Required)

• While a value is required, its format is not validated, so please use N/A or similar if you deem recording of City is not necessary.

State Or Province Code (Required)

• While a value is required, its format is not validated, so please use N/A or similar if you deem recording of State/Province is not necessary.

Country (Required)

• Select a value from the country drop-down list

Postal Code (Required)

• Not validated for format

  .