How do I set up Suppliers?

Set the Feature Flag

In Settings>All Settings>Features, make sure the flag Supplier is ON.

Add a Supplier

1. Navigate to Employees>Suppliers.
   
    Visibility of this tab is governed by the ACL: Employee>View Employees.
   
   
   
   
2. Click on the  icon to search Suppliers by Name, ID, or Code, or filter by Status or Group.
   
   Status: can be Active or Inactive. 
   
   Group: each Supplier can belong to one or several Groups.
   
   
   
   
3. Click +Add Supplier.
   
    Visibility of this option is governed by the ACL: Employee>Manage Suppliers.
   
   
   
   
4. Enter the Supplier information, particularly the Name, Supplier Code, and Email.
   
   Accrual Account: choose an Accrual Account if you want to generate Expense Accruals for your Supplier.
   
   
   
   
5. Save Supplier.
6. Click View or the Supplier Name to see the Supplier Profile.
   
   
   
   
7. Once you have added a new Supplier, a default Employee is created and is visible in the Supplier Profile>Overview. 
   
   
   
   
8. Click on the Employee Name to open the Employee Profile in a new tab.
   
   

Edit a Supplier

1. Navigate to Supplier Profile>Information to make changes to the Supplier.
   
   
   
   
2. Save Supplier.

Learn more

• How do I manage Suppliers (Expense Accrual)?
• How do I create a new Employee Profile? 
• How do I set up Groups (Clients/Employees/Suppliers)?