Introduction
This article provides an overview of adding and editing suppliers, including adding addresses and contacts to supplier records. You will need to create supplier records in order to assign suppliers to new orders. If you want to send emails or letters to suppliers from your system, you also need to add address information.
Your system can make it much quicker for you to send orders, claims and other communications about orders. See the help article about sending and chasing orders.
Accessing the Suppliers Authority List
- Log in as a Library Admin. Specifically, your account must have the Finance Admin role assigned.
- Click on Library Admin, then Finance.
- Under Authority Lists, click Suppliers to open the Suppliers authority list screen, as below.
Adding a supplier
- Click the Add New button. This opens the Add New Supplier window, as below.
- Enter a Company Name for this supplier.
- Enter Notes for your own reference (optional).
- Click Save to create the supplier record and return to the Suppliers authority list. To add further information, including addresses, edit the record as per the below instructions.
Editing a supplier
- Click the relevant supplier name or the edit (pencil) icon at the end of the same row to open the View/Edit Company screen, as below.
Adding an address (including email)
- Click the Add New Address button to add an address for this supplier. Note that this is necessary to add a default email address for use with orders.
- This opens the Add New Address window, as below.
- Complete the fields as required. Note that they are split over two tabs. The email address field is found under More Details, as below.
- Click Save to finish.
Adding a contact
- Click the Add New Contact button to add a new contact to this company. This opens the Add New Contact window, as below.
- Complete the fields as required. Note that the Address must be selected from a drop-down menu of addresses that have been added to the Company record.
- Click Save to finish.