Add Supplier

Suppliers are the vendors who your business purchases items from. You can enter a supplier two different ways.

Add a Supplier in Parts & Service Module

Add a Supplier in CRM Module

Add a Supplier in Parts & Service Module

1. Open the Parts and Service module.
2. From the menu on the left side of the screen, expand the Parts Maintenance section.
3. Choose the Supplier Listing option. This will open the Supplier Information window

6. We recommend searching for a supplier to ensure they aren't already in the program.
7. Click the Search button in the lower right to open a search window.
8. Enter the supplier’s information. You can enter partial search terms and use the asterisk (*) as a wildcard.
9. Click the Search button to search. If the supplier already exists in your program, it will open the matching supplier.

6. If the supplier is not currently in your program, you may click the Add button to create a new, blank supplier profile.

6. Enter the supplier information.
7. Press Apply to save.
8. Click OK to close the window.

Add a Supplier in CRM Module

1. Open the CRM Module.
2. Select the Add New Entity quick link option. This will open a popup window.

1. Enter the supplier information. 
2. Select the Create New button to open a new profile. It will carry across the information that you entered on this screen and open the new customer record. If the entity already exists, you may click over the name in the list shown, then choose to open the record. 
3. Click on the AP Info tab.
4. If this is a unit supplier, check only the Supplier box. If this is a parts supplier, you will need to check both the Supplier and the Show Supplier in Parts boxes.

6. Choose to Save.