The supplier card includes a number of settings that are used to control a range of AroFlo features:
- Direct access to supplier catalogues via the purchase order, quote, request for quote, and invoice screens
- Direct order placement via Supplier Connect.
- Supplier Invoice / Bill email import configuration.
To access a supplier's card, go to Accounts > Suppliers and click on a supplier name.
Once you've created your supplier, the supplier card will open. The information below are fields you're able to edit once a supplier has been created. See Create a Supplier for an explanation of all other fields including Company Address.
If Custom Fields have been set up for suppliers, you may need to update existing cards to show any new custom fields created.
View and Create Menu
At the top right of a supplier card are the View and Create options. Click Email to open a blank Email to the supplier and select a contact from the dropdown.
Print and Email Defaults
This may be useful if you want to set a common subject line or body text in emails you send to a supplier. It can also be used to set supplier-specific print layouts for your invoices or quotes.
Settings and Defaults
Control who can access documents you upload to a supplier card, and to link a supplier to their online catalogue:
Email import to Bill
Email import can be configured for the purpose of importing supplier Invoices directly into AroFlo from a central email mailbox.
For more information, see Import Supplier Invoices.
Business unit links
If your AroFlo site has multiple business units, you can select which business units this supplier should be associated with. Alternatively, you may choose to link a supplier to all business units.
Record notes against this supplier in the same way as client notes.
Documents and Photos
Upload supplier-specific documents. These are then available for selection when emailing purchase orders to this supplier.
Used to categorise suppliers and contractors by type. Supplier types are set up in Site Admin > Settings > Suppliers & Contractors > Supplier & Contractor Types.
Select the supplier from the list and enter your supplier account number to enable direct purchase order placement via Supplier Connect.