Suppliers overview
The Suppliers page displays a list of your Suppliers (in alphabetical order), their last order date, the total number of orders, and the option to Archive.
Locating this section in app:
Purchasing>SuppliersGlobal Search to Search for a Supplier
Suppliers page features
🗒️ Note: Suppliers cannot be deleted, use Archive to remove a Supplier from view.
Search Suppliers
Search by Supplier name.
🗒️ Note: adding a partial word in Search i.e. typing “eng” will return any business with “eng” in their title eg “Test Engineering”
Show Archived Suppliers
Use the checkbox to show archived suppliers.
🗒️ Note: Suppliers can only be archived, and not deleted.
Add new Supplier
When creating a new Supplier in Factory, a corresponding supplier contact can automatically be created in Xero at the same time, with the Suppliers also being automatically linked as a result.
🗒️ Note: integrating your Accounting package allows you to import some or all of your Supplier's (and Customer's) details into Factory removing the need to re-key data.
Select
Add new supplierand enter the following to create a new supplier.Complete:
Supplier name (a mandatory field)
Address
Suburb/City
Post Code/Zip Code
Country
State
Phone (must use format (xx) xxxx xxxx)
Email (must be a valid field i.e. it must have a user name, an @, and a domain)
ABN
3. Enable Create supplier in accounting package where you want the Supplier to be created in your Accounting package.
4. Click Save to save, or Cancel to cancel.
Sort
Sort columns by Supplier, Last Order and Total Orders in ascending or descending order.
View
Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.
🗒️ Note: maximum number of results that can be displayed per page is 35 results.
View a list of Purchase Orders made through a Supplier
Click on a Supplier to vieW:
Purchase History (all Purchase Order made through the Supplier, will be listed)
Supplier details
Supplied products
Collaborate
Contacts