- Created by Raff Lagatta, last modified by Peter Vojtech on Dec 18, 2020
Suppliers provide goods or services to your business. A supplier can be either a Wholesaler or a Contractor.
View a list of Suppliers
To view a list of suppliers, go to Menu > Manage > Suppliers
From this view you can:
- Switch between Wholesalers or Contractors
Search for an existing supplier
More infoType some of the name of the supplier to easily filter the list based on your search entry.
Use search filters to filter the list of suppliers
More infoYou can filter the list based on supplier type, nearest GPS location, or nearest address. Nearest GPS location is a handy way to find the closest supplier if you urgently need materials.
- Select a supplier to view their details, create a stock purchase order, or view linked locations.
Create supplier
View Supplier Details
Supplier details can also be viewed from other areas, e.g. Purchase Orders.
From the supplier list, tap a Supplier, followed by Supplier Details, to display information about the supplier. The main contact will be visible on the supplier header, while everything else will be displayed into related tabs:
The Notes and More tabs will have a counter on them if there is information contained within them, e.g. if a note has been added.
The Supplier Overview gives you the supplier's details, such as phone numbers, address, email, website, transaction terms, and supplier type.
Tap the phone numbers to easily call your supplier, using your device's default dialling application.
Tap the Open in New icon (box with arrow) for:
- Email to start composing an email using your device's default mail application
- Website to navigate to the client's website using your phone's web browser
Tap the location pinfor Address to quickly navigate to the address using your default maps application.
View or create notes about the supplier. This may include any history with the supplier.
The More tab is in the form of a pop-up and it contains the supplier's Locations. The Locations icon will have a counter to indicate how many Locations there are for this supplier. Click the icon to open the list of locations. Select a location to view their details or create a stock purchase order for this supplier and location.
Other options
Click the arrow pointing left on the supplier header to return to your Supplier list.
The Create button appears near the bottom right of the supplier worksheet on all tabs (except for the More tab). Tap this to create a Stock Purchase Order for this supplier.
Your Permission Group controls access to this feature.
Parts of this feature are included in AroFloGo.
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Contact our support team.