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How to add a supplier

Add suppliers to track their supplies and amounts paid

Max avatar
Written by Max
Updated over 3 months ago

Add supplier info to track supplies from a certain person or company, including the number of deliveries, paid and unpaid amounts.

☝️ For split or unpaid payments, this feature helps you stay on top of what's due. Check outstanding balances. and supply counts in the Stock → Suppliers tab.

To add a supplier:

  1. Go to Inventory → Suppliers in the management console.

  2. Click Add.

  3. Type supplier company name.

  4. Enter supplier's EIN — 9 numbers.

  5. Enter phone number and address and add a comment.

  6. Click Save.

💡 You can also add suppliers while filling out the supply form. Just click Add new supplier from the drop-down menu in the Supplier field.

☝️ To review supplier payments, go to the Inventory → Supplies tab. Here, you can view statuses such as 'Paid', 'Unpaid', and see pending amounts in the 'Payment due' column.

To settle an unpaid invoice, click Edit next to the supply and add a payment in the Payment field. The amount will automatically update in Finance → Transactions and Finance → Cash shifts.

☝️ To quickly add products to a supply, use the import option or scan barcodes while filling out the form.

Feel free to contact our customer support if you have any questions or concerns. We're available in chat @joinposter.com and email contact@joinposter.com


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