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    29 Sep, 2021
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    Suppliers

    This guide covers creating and editing supplier information:

    Opening your list of suppliers
    Creating a new supplier
    Adding a supplier contact person

    Opening your list of suppliers

    To view all suppliers, click on the Inventory tab and press Suppliers.

    Erply will display a list of your suppliers. Click on a supplier to view or edit their information. You can search for a specific supplier or filter through your list of suppliers.


    Creating a new supplier

    To create a new Supplier, click the New at the top of the list of suppliers. This will open a blank Supplier Card

    Mandatory fields are indicated with asterisks * and red text. Name, Type of business entity, and Group are the mandatory fields.

    You can fill out more information located in the gray column on the left hand side.

    You can fill out more information located in the gray column on the left hand side.

    Adding a supplier contact person

    A contact person is a person that you communicate within a supplier company.
    To add a contact person, open a supplier in the back office. Click the Add person button within the Contacts tab.


    Fill out the required fields. You can enter contact information and custom notes to a contact person’s profile.

    To save an address, click the Save icon on the address line item.

    Save when you are done.