Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
bgColor#F9F8FA
titleColor#F0E400
borderWidth0
titleBGColor#464152
borderStylesolid

Suppliers provide goods or services to your business. A supplier can be either a Wholesaler or a Contractor.

When creating a supplier, you can include multiple contacts (e.g. Sales staff or Contracting staff) and multiple locations (usually wholesale store locations). AroFlo also includes a pre-built list of the most common suppliers within Australia.

Info

For accounting purposes, suppliers may also be called Creditors.

 To create a new supplier:

  1. Go to Create > Supplier.
  2. Enter Company / Reference Name, First Name and Last Name (required fields).



  3. Select the appropriate trading terms (used for purchasing).
  4. Enter phone numbers and email address.
  5. Enter addition information as needed.
  6. Enter the supplier's primary address into the Company Address section.

    Tip
    titlePowered by Google

    Click (pin icon) to use Google to complete the full address and GPS coordinates.

    Image Modified

  7. If you have multiple business units, select which one(s) this supplier should be available in.
  8. Click Save.

Note
titleDuplicate Supplier Names

When you create a supplier with a Company/Reference Name that already exists, a warning message will appear with the options to 'View the Existing Supplier', 'Save Supplier' or 'Cancel'.

If you use an accounting integration link, we recommend you check your accounting package to see if it accepts duplicate Supplier names.

Add contacts and locations

Each supplier can have multiple contacts and locations. Contacts may be sales staff or subcontractor employees.

Wholesale suppliers may have different shop, warehouse or office locations. Multiple locations can be created for each supplier to allow ordering of stock directly from a specific location and to help Field users to find the nearest supplier location when out on the road.

To create a new contact:

  1. Go to Manage > Suppliers.
  2. Select the Supplier from the list.
  3. Click the down arrow beside the View button and select Contacts.
  4. Click Create Contact (top right).
  5. Enter Given Name and Surname (required fields). AroFlo creates a user name but you can change it.
  6. Enter additional information as needed (e.g. position, phone, mobile).
  7. Click Add.


To create a new location:

  1. Go to Manage > Suppliers.
  2. Select the Supplier from the list
  3. Click the down arrow beside the View button and select Locations.
  4. Click Create Location.
  5. Enter the Address (required field).

    Tip
    titlePowered by Google

    Click (pin icon) to use Google to complete the full address and GPS coordinates.


  6. Enter additional information as needed.

  7. Click Save.

Pre-built suppliers and locations

AroFlo provides a list of pre-built supplier information for a number of popular wholesale suppliers within Australia.

To create a new supplier using the pre-built list:

  1. Go to Create > Supplier.
  2. Beside the Company / Reference Name field, click the  (Select Prebuilt Supplier) icon.
  3. Select the supplier from the list.

    Click to enlarge

  4. Select the supplier location(s).

    Tip

    Use the search boxes at the top to filter the list by Location, Suburb or State.

    Click to enlarge

  5. Click Save. The locations will be saved in the background and you will see them when you next create a purchase order for this supplier.



Panel
borderColor#F9F8FA
bgColor#F9F8FA
titleColor#F0E400
borderWidth1
titleBGColor#464152
titleOn this page:

Table of Contents
maxLevel3


Div
class video standard_button_expand


Digi Accordion
expandedtrue
titleVideos


HTML
<div class="vimeo-container"><iframe src="https://player.vimeo.com/video/349384186" width="100%" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe></div>




Panel
bgColor#F9F8FA
titleColor#F0E400
borderWidth0
titleBGColor#464152
titleFeature access


Div
classpermissionsgroup_button


Clickable
linkhttps://help.aroflo.com/x/MRAwBQ


Div
classpermissionsgroup_image



Div




Div
classaroflogo_button


Clickable
linkhttps://help.aroflo.com/x/DxUwBQ


Div
classaroflogo_image



Div

Parts of this feature are included in AroFlo Go.





Panel
borderColor#F9F8FA
bgColor#F9F8FA
titleColor#F0E400
borderWidth1
titleBGColor#464152
titleRelated articles

Content by Label
showLabelsfalse
max5
spacesmyims
showSpacefalse
sorttitle
typepage
cqllabel = "supplier" and type = "page" and space in ("SiteAdmin","TM","field","office")
labelsmyims barcode

Page properties
hiddentrue


Related issues





Hide From Anonymous User Macro


Panel
borderColor#F9F8FA
bgColorWhite
titleColor#F0E400
borderWidth1
titleBGColor#464152
titleInternal AroFlo Notes

These notes are hidden to the public: