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Create Supplier

Purpose​

The Create Supplier feature allows you to add new suppliers to the system. This ensures accurate records of supplier details, banking information, and contact persons, making supplier management more efficient and organized.

Step 1: Access the Supplier Form​

• Navigate to SYSTEM MASTER → Vendors & Suppliers → Suppliers

• Click on the CREATE NEW icon

• The Create New Supplier form will open, and a Supplier ID will be auto generated

Create Supplier Form

Step 2: Enter Supplier Information​

• Fill in Business Details: name, address, phone number, email

• Provide Registration Details: SST, TIN (optional), company registration number

• Select Credit Terms from the dropdown

• Enter Bank Details: bank name, branch, account number, swift code, account holder name

Step 3: Add Contacts & Upload Profile​

• Enter Primary and Secondary contacts for Operations and Finance: name, email, phone, mobile

• Secondary contact details are optional

• Optionally, upload a Profile Picture

• Review all details and save the supplier record

✅ Once saved, the supplier will be added to your system and available for future transactions.​