Category:
Suppliers
FAQ for Supplier Database Module
1. How do I add a new supplier?
Steps:
- Navigate to the “Suppliers” section in the database module.
- Click on the “Add New Supplier” button.
- Fill in the required details:
- Supplier Name: Enter the full name of the supplier.
- Address: Provide the complete address, including street, city, state, and zip code.
- Contact Information: Include phone number, email address, and fax number if applicable.
- Supplier Type: Specify the type of supplier (e.g., raw materials, services).
- Payment Terms: Define the payment terms agreed upon with the supplier.
- Click “Save” to add the supplier to the database.
2. How do I record a new purchase?
Steps:
- Go to the “Purchases” section.
- Click on “Add New Purchase.”
- Enter the following details:
- Supplier: Select the supplier from the dropdown list.
- Purchase Date: Choose the date of the purchase.
- Invoice Number: Enter the invoice number provided by the supplier.
- Items Purchased: List the items purchased, including quantity and unit price.
- Total Amount: The system will automatically calculate the total amount based on the items and their prices.
- Click “Save” to record the purchase.
3. How do I add a new contact for a supplier?
Steps:
- In the “Suppliers” section, select the supplier you want to add a contact for.
- Click on the “Contacts” tab.
- Click “Add New Contact.”
- Fill in the contact details:
- Name: Enter the contact person’s full name.
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- Name: Enter the contact person’s full name.
- Position: Specify their job title or role.
- Phone Number: Provide their direct phone number.
- Email Address: Enter their email address.
- Click “Save” to add the contact.
4. How do I add notes to a supplier’s profile?
Steps:
- Select the supplier from the “Suppliers” section.
- Click on the “Notes” tab.
- Click “Add Note.”
- Enter the note details:
- Date: The current date will be auto-filled, but you can change it if needed.
- Note: Write the note content, including any relevant information or updates about the supplier.
- Click “Save” to add the note to the supplier’s profile.
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