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You need your suppliers on the database to be able to create your product groups and items.

Create the supplier

  • Click on accounts located to the left of the screen and you will see all the active accounts you have.
  • Use ‘Quick find’ on the right of the screen to ensure that your supplier isn’t already there.
  • Click on the ‘New’ button at the top of the screen.
  • You are now in a creation screen.
  • The account name field has a small red star on it to show that it is a mandatory field.
  • Populate the account name and then click save top left.

Add an address to the supplier

  • Complete the account information section.
  • Complete the address information.
  • With the address fully populated you will see a map and you can click for directions.

Add your contacts to the supplier

  • Look for the section with Primary contacts.
  • In the section that says contacts, click on the 3 dots and select ‘New Contact’.
  • You will come to a screen on the right for you to populate with information.
  • Again, the red star indicates the field is mandatory.
  • You will see that the address has been pulled through from the account record.
  • Populate the details you know and click on save and close

For screen shot please refer to your Byte Sized Butcher book.

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