Feature available for all editions of the software.
Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Please note that to create a supplier, you must first ass them as a physical person or as a legal person.
Step 1: Click on the "Persons" tab in the main menu.
Step 2: Enter the person's name in the "Filter" field to make your search easier. Make sure you have the "Persons" view selected.
Step 3: Double-click on the person. The person's file will be displayed.
Step 4: Click on the "Supplier info" icon.
Step 5: Click on "Create" to confirm the creation of the supplier.
Step 6: Enter the supplier information in the window that appears.
Please note that at this stage, it is possible to manually define the supplier number. Any number can be used, provided that it has not already been assigned to another supplier.
Step 7: Click on the green check mark to save your modifications.
Result: The supplier sheet is created. You can now proceed to open the supplier matter.