Creating and configuring suppliers and partners

New supplier or partner

1. Open the FinanceSuppliers and Partners section.

2. Click the Add a supplier button.

3. In the new window indicate the Type and Name of the supplier, their Taxpayer Identification Number, Classifier of Industrial Enterprises (for legal entities), Contact person, Phone, Email, Address and Comment. The mandatory fields are Name and Type of the supplier.

4. Click the Save button.



Information about suppliers can be edited. To do this:

1. Go to the Finance – Suppliers and Partners section.

2. Select the supplier\partner and click the Edit button with a pencil image on the right of its name.

3. In the newly opened window edit the information.

4. Click the Save button.