Suppliers and Supplier Pricelists

Problem: How to Create Suppliers and Supplier Price Lists in Erply
 

Solution 1: Creating a Supplier
 

1. Navigate to the Suppliers Section:
   • In Erply Back Office, go to Inventory -> Suppliers.
   • This will display a list of your existing suppliers.
      
2. Create a New Supplier:
   • Click the "New" button at the top of the suppliers list to open a blank Supplier Card.
      
3. Fill in Mandatory Fields:
   • Fill out the mandatory fields, indicated by asterisks (*) and red text.
   • The mandatory fields include Name, Type of Business Entity, and Group.
      
4. Complete Additional Information:
   • You can provide more details in the gray column on the left-hand side of the Supplier Card, such as address, contact information, and notes.
      
5. Save the Supplier:
   • Once you have completed the required fields and any additional information, click Save.
      
6. Adding a Contact Person:
   • To add a contact person, open the supplier's profile and go to the Contacts tab.
   • Click Add Person and fill out the required fields.
   • You can also enter contact information and custom notes for the contact person.
   • Click Save when done.

Note: If you need to create multiple suppliers at once, refer to the Erply guide on importing suppliers.

Solution 2: Creating a Supplier Price List
 

1. Navigate to the Supplier Price Lists Section:
   • In Erply Back Office, go to Purchase -> Supplier Price Lists.
      
2. Create a New Price List:
   • Click New to create a new price list.
      
3. Enter Price List Information:
   • Provide the Price List Name and select the Supplier to associate the price list with.
   • Optionally, you can enter a Start Date and End Date for the price list.
      
4. Activate the Price List:
   • To make the price list active, ensure the Active checkbox is marked. You can uncheck it to deactivate the price list later.
      
5. Save the Price List:
   • Click Save to save the new price list.
      
6. Add Items to the Price List:
   • After saving, click Add Items to add products to the price list.
   • In the Add Items to Price List menu, you can add items individually or by group, category, brand, or supplier.
   • Once you’ve selected the items, click Save.
      
7. Confirm Discounts:
   • Erply will prompt you to confirm the discounts for the selected items. Click OK.
      
8. Edit Prices:
   • You can edit the prices for the items in the Supplier Price column.
      
9. Save the Price List:
   • After editing the prices, click Save to finalize the price list.
      

Solution 3: Applying the Supplier Price List in Orders
 

1. Create a Purchase Order or Invoice:
   • When creating a purchase order or purchase invoice, the supplier price list will automatically apply to the items in the order.
      
2. Add Items to the Order:
   • Click the magnifying glass to search for and add items to the order.
   • The prices shown will reflect the prices from the supplier price list.

Solution 4: Setting a Supplier as Tax-Free
 

Method 1: Indicating Tax-Free Status During Supplier Creation

1. Create a New Supplier:
   • While creating a supplier, you can specify their tax-free status.

Method 2: Modifying Tax Rate for Existing Suppliers

1. Edit Supplier:
   • Go to Inventory -> Suppliers, find and select the supplier you want to edit.
      
2. Set Tax-Free Status:
   • In the supplier's profile, locate the Tax Rate drop-down menu and select Tax Free.
      
3. Save Changes:
   • Click Save to apply the changes.

Note: If tax rates have not been set up yet, refer to Erply’s guide on setting up tax rates.