Suppliers Screen

The Suppliers screen is where you enter, edit and review information about your suppliers.

Search & Add a New Supplier

Use the search bar to filter your list of suppliers by name of phone number.

Press the + button to add a new supplier.

Tap the ••• button in the upper right-hand corner while on a supplier profile to edit or delete that supplier profile. You may also create a purchase order for that supplier from this menu.

Overview Tab

Enter and edit the the following fields for your supplier:

  • Title
  • Phone 1
  • Phone 2
  • Email
  • Fax
  • Address
  • Contact
  • Account
  • Notes

Products Tab

A list of suppliers appears on the left. By scrolling or searching and then tapping on a supplier, you can view different information relating to that supplier.

View the products associated with a supplier on the Products tab, as well as the total number of products, the number of Products Requiring Reordering, the Current Stock Value and the cost of a new PO of the products.

Tap to filter the list of products between All Products and Products Below Reorder Qty. If you are on a profile for a supplier that has products below the Reorder Trigger Point you can generate a Purchase Order for those products from this page by tapping ••• in the upper right-hand corner, and selecting "Generate Purchase Order".

P.O. History

View the supplier's past purchase orders for any date range on the P.O. History tab. Click on the magnifying glass on the right hand side of the page to view a copy of a purchase order.