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Suppliers

1View or Search Supplier

Go to Contacts > Suppliers > Active tab >

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 View list of the current suppliers with which company is currently dealing. Inactive tab keeps a list of all inactive suppliers. You can mark any supplier inactive if you are no longer dealing with them which you can later reactivate any time. To search any supplier enter in the search box.

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2Add a Supplier

Go to Contacts > Suppliers > Add Supplier > Fill all the required details > Save/ Cancel

Click Add Supplier button

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Fill in all the required details in all the section shown below

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Click Save to save the details or Cancel to go back

3Edit a Supplier

Go to Contacts > Suppliers > Select supplier > Edit button > Edit the required details > Save/ Cancel.

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Edit the required details and click SAVE. Click Cancel if you do not want to save changes.

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4What if I want to delete a Supplier?

Go to Contacts > Suppliers > Active tab > Select supplier > Deactivate button

Select Active tab

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Select the Supplier you want to deactivate and click Deactivate button

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You can view deactivated suppliers under the Inactive tab.

5Activate a Supplier if you have accidently deactivated?

Go to Contacts > Suppliers > Inactive tab > Select supplier > Activate button

 

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Select the Supplier you want to activate and click Activate button

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You can view activated Suppliers under the Active tab.

6Get Supplier statement

 

Go to Contacts > Suppliers > Select supplier > Statement button. 

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Here you can view the full statement of the selected supplier, click “Go Back” to go back to the supplier screen.

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To download the statement tap “Download” button which will export the statement to excel.

To search for transactions between specific dates, select From and To dates > Search button

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7Supplier Account Summary

Go to Contacts > Suppliers > Select supplier > Summary button

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In the following screen you can see the list of Unpaid Bills, Paid Bills, Credit Notes and Partially Paid Bills for the selected supplier.

To download the statement tap “Download” button which will export the statement to excel. Click “Go Back” to go back to the supplier screen.Autobackup

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