How to add Suppliers and link them to Purchase Types/GL Codes.

To create a new supplier, click on Supplier Companies in Settings.

Press Create Supplier in the top right hand side corner, fill in all the details of your supplier you wish to enter, and press Save.

Once you click on Save the 'Successfully created a billable company' pop up will appear.

IMPORTANT: To be able to use this new supplier in any PR moving forward you will also need to link the supplier in your Billable Company settings to Purchase Types. See link to purchase types in the section below.

HANDY HINT- Once you've saved the supplier company it will appear in your supplier list. To set this company as a "Preferred Supplier" meaning a purchase request will not need 3 comparable quotes from other suppliers when being created; scroll down the list to find your supplier, click the check box to the right of the supplier company to set it as preferred.

Edit

You can also edit a supplier company by choosing Edit in the far right of each supplier. Once any changes have been made press Save to update your changes.

For more information on how to enter Products and Product Codes against your supplier please Click here. 

Link to Purchase Types

Once you have set up your new Supplier, we now need to link the supplier to your preferred purchase types. 

Go to Settings, then Billable Company. Click on Purchase Types Tab to ensure the purchase type you wish to link this supplier to is entered. For more information on Purchase Types please Click here.

Click on Suppliers tab where you will see a list of suppliers you have already set up to use in purchase requests.

To add a new supplier, click on Add New.

Search the name of the supplier you wish to link from the list.

Type the maximum purchase threshold for any one PR in the Threshold Amount field.

Type the name of the Purchase Type you will link purchases from this Supplier to, you can choose multiple options to link.

Press Save.

The 'Created Billable Supplier Assocation successfully' pop will appear when you have searched for the supplier. Now that you your supplier is linked you can proceed to make purchases with this supplier.

You can also Link your supplier to Xero making processing their subsequent invoices a breeze, please click here to find out how.