Edit or add supplier information

Click the Edit button left of a Supplier’s name to edit or add information. For example, add a Code to make Suppliers easier to find or distinguish from other Suppliers with identical names. Codes will appear in the Suppliers tab listing if any are present:

Codes can appear on completed forms after the Supplier’s name. To see codes on forms, follow instructions in this Guide.

You can also add custom fields for other information about your Suppliers. Under Settings, click Custom Fields and locate the list for Suppliers. Click New Custom Field:

Define your custom field. A checkbox allows you to determine whether the custom field will show as a column in the Suppliers tab list. The Position field controls the order in which custom fields appear. Enter a number there, if desired. Click Create when finished.

You can add a custom field for a point of contact at your Supplier:

When the custom field is completed on a purchase invoice, the results (including a customer code) appear as below:

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