Add a New Supplier

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

Add a Vendor in Parts & Service Module

Add a Vendor in CRM Module

Add a Vendor in Parts & Service Module

1. Open the Parts & Service module.
2. Select the Edit menu in the upper left of the screen.
3. Hover over Modify to expand the submenu.
4. Hover over Sources to expand the submenu.
5. Select the Suppliers option. This will open the Supplier Information window

6. Click on the plus sign at the top of the window. Then you may enter the supplier’s information.

7. Press Apply to save.
8. Click OK to close the window.

Add a Vendor in CRM Module

1. Open the CRM Module.
2. Click the Add New Contact button on the left side of the screen.

3. Enter the Entity Header information.
4. Click on the AP Info tab.
5. Check the appropriate supplier type check box.

6. Choose to Save.