Setting up suppliers is a key part of being able to use the full functionality of Cloud POS. You'll need to have a supplier set against each item in your database to be able to add items to purchase orders and transfers, use Wizards effectively, and make best use of Cloud Reports.
You can add new suppliers or edit existing suppliers data from the Suppliers page.
Creating and editing Suppliers
1) From the main menu in the Back Office, expand the Items heading, then click on Suppliers:
This will open the Suppliers page:
2) To add a new supplier, click New:
You can now fill in the various fields as required. The Supplier Name, Code, and Account Number fields are mandatory, but it's a good idea to populate as much data as you can. This gives you an easy point of reference when you need to access information about your suppliers.
We've also added an option to include detailed notes, in case you have multiple contacts at the same supplier for different departments, for example. This field can contain up to 1000 characters.
3) Click Save at the bottom to save your changes.
4) To edit an existing supplier record, use the filters to locate the supplier record you wish to amend, then click on the blue pencil icon next to it:
You can now make any necessary changes to the supplier data. Remember to click Save once you've finished.
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