Add a supplier

A supplier is a company you buy from. It is an account with the supplier role, so it shares the same accounts, contacts, and addresses model as customers on the sell side. Creating one gives you something to address purchase orders to and a place to hold its default billing address and payment terms.

Create the supplier

1. Go to Purchasing > Suppliers and select New supplier.
2. Enter the supplier name and any company details. Save. The account is created with the supplier role.
3. If an account with that name already exists (for example, a company that is also a customer), Workcell adds the supplier role to it instead of creating a duplicate.

Add contacts and addresses

1. Open the supplier and add its contacts (buyers, sales reps, accounts-payable contacts). Mark one as the primary contact.
2. Add the supplier's addresses. Set a default billing address; a new purchase order pulls this in automatically.
3. Set payment terms on the supplier so they default onto orders and bills.

Where to go next

• Address a purchase order to this supplier.
• Raise a requisition that you can convert into a PO for this supplier.
• See where a supplier's bills land in Accounting.