Suppliers

This article explains how to add/edit/delete suppliers and how to add and view products within a supplier

 

 

If suppliers are added during the Inventory Import process, only their name is saved
If you are using the Purchasing module, please edit the Supplier details with the relevant information. This will ensure their details will be added to purchase orders automatically

In this Article

• Add a Supplier
• Edit a Supplier
• Add Products in a specific Supplier
• View Supplied Products
• Delete a Supplier

 A Supplier

1. On a web browser, log in to your Aptimyz account
2. From the left hand menu - select Suppliers
3. From the sub-menu - select Suppliers
4. Select Add Supplier

• Only the Supplier Name is mandatory

The following fields are used in the Purchasing processes

• Contact Name
• Contact Phone
• Contact Email
• Payment Terms

 

 

Addresses (each one can have their own Address Name and Address Tag e.g. Billing/ Shipping etc)

 

 

1. Add in Address details
2. Street/Avenue, etc
3. Hometown, Suburb, Area-
4. City/Town
5. State/Province/County
6. Country
7. Zip/Postcode
8. Add any further Addresses : Add another address +
9. Select Save

Edit a Supplier

1. On a web browser, log in to your Aptimyz account
2. Select Suppliers
3. Either: Click in the Search box and type the name of your Supplier, or read down the list to find your Supplier
4. Select View
5. Edit the necessary fields
6. Select Save

Adding/Changing Products in a specific Supplier

1. Login to Aptimyz back office
2. Select Suppliers
3. Select Suppliers
4. View the Supplier you wish to add products to
5. Select Products
6. Using the search - find the products you wish to add to the supplier
7. Click on the buttons on the right hand side of the screen to add the product
8. Save

View Supplied Products

1. On a web browser, log in to your Aptimyz account
2. Select Suppliers
3. Select Suppliers
4. Select View on the Supplier
5. Select Products

Delete a Supplier

1. On a web browser, log in to your Aptimyz account
2. Select Suppliers
3. Either: Click in the Search box and type the name of your Supplier or read down the list to find your Supplier
4. Select View
5. Select Delete Supplier

• Only suppliers that are not actively used in any purchases or historical sales data may be deleted.

This is the end of the article