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Create a supplier
Create a supplier

How do I create a supplier record?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago


Note that to create a supplier, you must first add it as a person or legal person.


Step 1: Click on the "Person" tab in the main menu.

Step 2: Enter the person's name in "Filter" to facilitate your search. Make sure you have the view at "Person".

Step 3: Double-click on the person or click on the pencil to edit the selected person.

Step 4: Click on the "Supplier record" icon.

Step 5: Confirm the creation of the supplier.

Step 6: Enter your supplier information.

Note that at this stage, it is possible to manually define the supplier number. Any number can be used, as long as it has not already been assigned to another supplier.

Step 7: Save this information by clicking on the green check mark.

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