Add supplier to 'Supplier management'

This article describes how a supplier is added to the 'Supplier management' module. There are a number of ways in which a supplier can be created. The different ways are described below. 

Add supplier manually

Follow the steps below to add a supplier by manually entering the supplier information.

1. Open the 'Supplier management' module.

2. Open the 'Suppliers' tab.

3. Click on 'New' at the top right. This opens the possibility to enter supplier data. Please enter at least the required fields. These are marked with a red *.

4. Click on 'Save'.

Add supplier via Dunn & Bradstreet link

Follow the steps below to add a supplier via the Dunn & Bradstreet link.

1. Open the 'Supplier management' module.

2. Open the 'Suppliers' tab.

3. Click on 'New' at the top right. This opens a new window.

4. Enter one or more characteristics of the company to be added.

5. Click on 'Search' to start the search. The companies found are then shown. The attribute 'H' stands for 'headquarters', 'S' for 'subsidiary' and 'B' for 'branch'.

6. Select one of the companies and click 'Add'. This then opens the supplier input screen.

7. Complete at least the required fields.

8. Click 'Save' at the top right.

Add supplier via open registration

Follow the steps below to add a supplier who has registered via 'Open registration' as a supplier.

1. Open the 'Supplier management' module.

2. Open the 'Registrations' tab.

3. Place your cursor on one of the suppliers and click 'Check'.

4. Review the registration details and click 'Acknowledge' to add the supplier. This opens the supplier entry screen.

5. If desired, complete the supplier details further and click 'Save'.