Finding these pages in app:
Purchasing > Suppliers
Global Search to search for a Supplier
Supplier Details
View and edit the Suppliers Details.
Enter:
Company name (a mandatory field)
Address
Suburb
Postcode
Country
State
Phone (must use format (xx) xxxx xxxx)
Email address (must be a valid field i.e. it must have a user name, an @, and a domain)
Supplied products
A list of Products supplied by the Supplier.
🗒️ Note: in the Product Catalogue, if the Supplier has been selected as a supplier of a Product, the Product will appear on the Supplied products page
🗒️ Note: on this page the Supplier can be Archived, and Products can be deleted.
Supplier Collaborate
Supplier Contacts
A list of all the Supplier’s Contacts e.g. the Suppliers salesperson, accounts contact etc.
Use search to view, edit, delete and Add Contacts.
Search
Search by Contact Name
🗒️ Note: Search allows a partial search i.e. for your Contact you could search Je, and Jessica and Jeffrey will appear in the results.
Edit a contact
To edit an existing contact, select the + beside the name to edit:
Contact name (a mandatory field)
Email address (must be a valid field i.e. it must have a user name, an @, and a domain)
Phone (must use format (xx) xxxx xxxx)
Mobile (must use format (xxxx) xxx xxx)
🗒️ Note: Contact name is a mandatory field. If you partially enter details in Email address, Mobile and Phone an invalid popup will appear, you can move on but the Contact will be flagged in red font in the list of Contacts.
Delete a contact
To delete and existing Contact select the kebab/other options menu and then Delete.
🗒️ Note: it isn’t possible to delete a Contact that is flagged as invalid. The invalid fields will need to be updated/removed prior to a deletion.
🗒️ Note: a popup will appear for a short period to undo the deletion, otherwise the Contact will need to re-added if still required.
Add a contact
To add an individual Contact select Add contact
Edit the New Contact listed in the Contacts list:
Contact name (a mandatory field)
Email address (must be a valid field i.e. it must have a user name, an @, and a domain)
Phone (must use format (xx) xxxx xxxx)
Mobile (must use format (xxxx) xxx xxx)
🗒️ Note: Contact name is a mandatory field. If you partially enter details in Email address, Mobile and Phone an invalid popup will appear, you can move on but the Contact will be flagged in red font in the list of Contacts.
Supplier Settings
Manually configure a Supplier Account in Factory to a corresponding Supplier in your accounting package.
Select the Supplier's name from the dropdown list.
🗒️ Notes:
This dropdown list is populated from your accounting package
If an Order is placed in Factory a corresponding Order will be placed in your accounting package once the Supplier has been linked.