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Supplier Profile

Supplier Profile

Arrive at this page via Suppliers > New Supplier > Advanced Info

A supplier is a person or entity that is the source for goods or services. After adding a supplier they will be visible in the supplier list in the main Suppliers page from where you can access the account, purchase history, communications and reports.

This section enables you to input more than just the supplier’s nameemail and telephone numbers. Here you can extensive information including accounts, delivery methods and contacts. You may also connect products in your inventory to the correct suppliers.

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Add a Logo

You can add the logo of the supplier by tapping on the ‘Logo’ field. This photo will appear next to the supplier’s name in the supplier list.

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Select the camera icon to take a photo, or alternatively, upload an image already saved on the device by tapping the image album icon.

To delete the photo, tap the red bin icon.

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Supplier Name

Use this field to input the name of the company or business that supplies you with products or services.

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Active Status

Tap on either ‘Yes’ or ‘No’, located under the word Active on the right-hand side of the screen.

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Selecting ‘No‘ will make an INACTIVE tag appear on the supplier’s profile. Suppliers that have been made inactive will be removed from the purchase order module.

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Contact Name and Job Position

These fields allow you to input information regarding your point of contact at the supplier. 

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Supplier Type

Choose from a preset list of supplier types (e.g. Wholesaler, Retailer, etc...).

Tip
Add, edit and delete supplier types via
Home Page > Settings > Suppliers > General > Supplier Types

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Company Registration Number

A company registration number (CRN) is a unique combination of 8 numbers, or 2 letters followed by 6 numbers. It is used to identify a company and verify its legal existence as an incorporated entity. Use this field to input this supplier’s CRN.

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Global Location Number (GLN)

The Global Location Number is typically used by companies to identify their locations, giving them complete flexibility to identify any type or level of location required. Use the field to input the supplier’s GLN.

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