Adding / Editing a Supplier

Adding / Editing a Supplier

InfoWe have a video guide on adding suppliers into Retailer - Adding Suppliers

Add A New Supplier

Idea
In certain fields that ask for a Supplier, press the 'Insert' button on the keyboard to open the 'Add Supplier Wizard'
To add a new supplier into Retailer, follow the steps below:
  1. From the main screen of Retailer click on Stock or Stock Maintenance.
  2. Click on Suppliers and Departments.
  3. Click on the Suppliers tab.
  4. Click on Add at the bottom left to start the Supplier Wizard.
  5. On the Supplier Name and Address screen, type in the basic details of the supplier.
    Note: Only the Supplier Name is required. Other fields are optional
  6. In the Additional Contact Details screen, enter in any extra contact details for the supplier.
  7. In the Newsagency Settings screen, enter any necessary newsagency-related settings.
  8. In the Supplier Settings screen, configure the settings for arriving invoices.
    Note: The Tick if Cost price entered on invoice is Inc. GST setting controls if the Price entered in Invoice Arrivals has GST applied already or if GST needs to be added. It does not control if Stock from the Supplier should have GST applied or not. This is set at a Stock Item Level in the Stock Screen. See HERE for more information
  9. In the EDI Settings screen, enter the settings related to EDI invoices.
  10. Click on the Finish button.
IdeaIf there is information you do not have or is not relevant you can leave it blank. You can always add details or change options later in the Suppliers and Departments screen.
Info
If the Supplier Wizard does not appear, click HERE.

Edit an Existing Supplier

To change the settings for an existing supplier in Retailer, follow the steps below:
  1. From the main screen of Retailer click on Stock or Stock Maintenance.
  2. Click on Suppliers and Departments.
  3. Click on the Suppliers tab.
  4. Click the Magnifying Glass 🔎︎ at the bottom to search. 
  5. Select the Supplier you wish to edit. Click Ok
  6. You can then edit the required settings. 
  7. Remember to click Save

Rename a Supplier

To rename an existing supplier in Retailer, follow the steps below:
  1. From the main screen of Retailer click on Stock or Stock Maintenance.
  2. Click on Suppliers and Departments.
  3. Click on the Suppliers tab.
  4. Click the Magnifying Glass 🔎︎ at the bottom to search.
  5. Select the Supplier you wish to rename. Click Ok
  6. Click the tick button ☑ next to the Supplier's Name. This makes the Supplier Name field available for editing
  7. Make the required changes. Remember to click Save

Merge Suppliers


Delete a Supplier

To Delete a Supplier, the Supplier must not be used against any Stock Items.
The Supplier can be removed from an individual Stock Item from the Stock Screen -> Supply tab. There is no way to do this in bulk.
The Stock Archiver can be used to remove old Stock Items in bulk. Once the stock is archived, the Supplier can then be deleted.
Another solution is to rename a Supplier to 'Archived Supplier' and then use Merge Suppliers
 to Merge the Supplier you wish to remove into the 'Archived Supplier'
To Delete a Supplier:
  1. From the main screen of Retailer click on Stock or Stock Maintenance.
  2. Click on Suppliers and Departments.
  3. Click on the Suppliers tab.
  4. Click the Magnifying Glass 🔎︎ at the bottom to search.
  5. Select the Supplier you wish to delete. Click Ok
  6. Click the Delete button in the bottom left corner
  7. Click Yes to confirm you wish to Delete the Supplier

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