Add or edit a supplier – WorkflowMax

Add a supplier

In the Business menu, select the Suppliers.
On the Supplier Manager screen, click + Create New Supplier.
On the New Supplier screen, provide details of the supplier (see Data fields reference, below).
Save the details of the new supplier.

In the Business menu, select Suppliers.
On the Supplier Manager screen:
1. (optional) In the Search box, start typing any part of the name of the supplier you wish to edit. Suppliers with names that match the text you have typed are listed.
2. Drill down on the name of the supplier you wish to edit.
On the supplier Details tab, change the details as required (see Data fields reference, below).
Save the changes.

Field	Description
General
Name	The name of the supplier.
Contact Details
Phone
Fax
Email
Website
Addresses
Street Address	Physical address.
Town/City
State/Region
Postal/Zip Code
Country
Postal Address	The postal address fields are displayed only if the Postal address same as billing address checkbox is deselected.
Financial Information
Zero Rated Tax	If this is an overseas supplier, you may not be required to pay sales tax, so select this checkbox to set the sales tax on your purchase orders at 0%.
Interface Information
Export Code	You can add an export code to each supplier record so that the supplier details can be used by an external system.
Contacts
Name	Contact details are displayed only when editing a supplier.
Position
Phone
Mobile
Email