# Supplier Master

# Create a supplier

From the top menu navigate to the Supplier Master screen

Navigate to the Suplier Master screen

From the right hand side of the Navigation Bar select the "+" icon

Create new supplier

A pop-up will appear where you can enter the details of the New Supplier

New Supplier pop-up

You will need to add at least one Ship From Number to any supplier. The ship from numbers represent locations from where that supplier can ship orders

Add new supplier in supplier master

A new row will appear where you can enter the details of the ship from location

Add new supplier in supplier master

A supplier can have multiple ship from locations, they can be added by typing them into the Ship From Number box and then adding their details

Add new supplier in supplier master

To delete a ship from location from a supplier simply click on the trash can icon

Delete subitem

A pop-up will appear for confirming the action

Confirmation pop-up

# Edit a supplier

From the top menu navigate to the Supplier Master screen

Navigate to the Suplier Master screen

Hover over the supplier you want to edit and on the right hand side click on the edit icon

Edit a supplier

A pop-up will appear with the details of that item, all the fields can be updated

Edit a supplier

To delete a ship from location simply click on the trash can icon next to it, the ship from location can only be deleted if it's not used in the system

Delete ship from

A pop-up will appear for confirming the action

Confirmation pop-up

If you want to add a new ship from location start typing its number in the autocomplete box

Add ship from location

Once you hit enter or select the new subitem it will appear in the list

Added new ship from location

# View ship from locations of an supplier

From the top menu navigate to the Supplier Master screen

Navigate to the Suplier Master screen

Select the supplier you want to see and click on the "+" icon

View details

The screen will expand and you can see the details of one or multiple suppliers at the same time

Expanded view

# Delete a supplier

From the top menu navigate to the Supplier Master screen

Navigate to the Suplier Master screen

Hover over a supplier you want to delete and click on the trash can icon. WARNING only suppliers that are not used in the system can be deleted

Select a supplier to delete

A confirmation pop-up will appear to confirm the deletion of the supplier

Confirm deletion of the item

# Move a ship from location from one supplier to another

From the top menu navigate to the Supplier Master screen

Navigate to the Suplier Master screen

Select the supplier you want to see and click on the "+" icon

View details

The screen will expand and you can see the details, hover over the ship from location you want to move and click on the edit button

Move ship to location

A pop-up will appear where you can enter the new supplier

Move ship to

After entering the new supplier hit Save

Move ship from

# Bulk upload data

Bulk data can be uploaded by using our templates, for more details on how to do this please consult our Uploading section

# Advanced actions

For customizing column names, order of the columns, creating and saving a view, exporting to Excel and other advanced features see our Advanced menu section