Here you can add any information about a supplier, and all of the below information also applies to editing a supplier.
Stocktake Online only requires a small amount of information to add a supplier, those details (highlighted below) are:
Supplier name - the name of the supplier
Short name - a short code (often the first few letters of the supplier's name) to display on certain pages, reports, and PDFs
E-mail address - the e-mail address the supplier receives orders to, this can be one or multiple, separated with a comma and space (, )
Additional information is always helpful and here you can also add:
Supplier Address and postcode
Phone and fax numbers
Sales Rep name and contact details
A reference to quote when dealing with the supplier (account number or name they know you by)
Supplier Notes - any relevant notation that may apply
Delivery days – days the supplier is available to deliver
Minimum Order Limit - the currency value of the minimum order for this supplier if applicable
Linked Supplier - Used for integrating suppliers with STO
It is important to note whether the supplier is set to Global or Local for multi-location sites.
Global is the default position, and this means that if the supplier is allocated to another location, it will keep the same details. If local is selected, you can enter separate details for each location.
If you wish the system to automatically send an e-mail when entering orders you will need to tick the Email Order box (this is ticked by default).
Once you have filled out the relevant information, you can click on the Save Supplier button.
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