This Help Article covers;

Suppliers display in Katipolt’s Side Menu’s "... More" Sub Menu.

There are 2 ways to enter a new Supplier:

When a Supplier is added, you can Select/Enter/Edit the Supplier's default information related to the Account from the Supplier Page

When a Supplier has a Linked Customer, some default information is Selected/Entered/Edited from the Linked Customer Page, Press on the Customer Link to access the Customer edit page

Adding a Supplier is done from the Side Menu’s "... More" Sub Menu

Quick Flow:

1. From the Side Menu's "... More" option, Press Suppliers to display the Suppliers List, then Press [+ADD] to display the New Supplier Window

⚠️ NOTE: Fields with a “*” are compulsory fields.

2. From the New Supplier Window’s Primary Contact Details Section;

Enter the Primary Contact’s Details

⚠️ NOTE: The Primary Contact Details “First Name*” and “Last Name” fields auto-populate to the Supplier Details “Name*” field as they are keyed in. If the Primary Contact Details are not the Supplier Name, key the Supplier Name into the “Name*” field.

3. From the New Supplier Window’s Suppliers Details Section, Edit the “Name*” (if needed), Enter the remainder of the Supplier Details

4. When finished, Press [SAVE]

Following the [SAVE] the Supplier’s Primary Contacts fields display.

Other People can be selected in these Primary Contact fields after entering them in as Contacts People.

For more information on entering a Supplier's Contacts, see the Help Article “Accounts – Contact People (Add – Edit – Remove)”

Sometimes the new Supplier is already a Customer. As they will share the same data, you need to create a Linked Supplier for the Customer.

1. From the Customer's Overview Page, Press the "More" (3 dots) menu, then select the "Create linked Supplier" option to display the Create linked Supplier Popup

2. From the Create linked Supplier Popup, Press [CREATE]

The Supplier will create, displaying a Banner advising the Supplier is linked to a Customer

Sometimes a Supplier may ask you to carry out work for them, which then makes them a Customer. As they will share the same data, you need to create a Linked Customer for the Supplier.

To do this, Add a New Customer with the same Name* as the Supplier. The way to ensure this is to Copy & Paste (Ctrl+C > Ctrl+V) the Supplier Name* into the Customer Details Name* field. For more information on this, see the Help Article "Accounts - Customer (Add-Edit-Remove)"

⚠️ ⚠️ NOTE: When the New Customer Name* matches a Supplier Name*, a Banner will display, if the correct Supplier, now you can Save and Link the Accounts.

Suppliers are not deleted but removed by Archiving them so they do not display in the "Active" list.

1. From the Supplier Overview Page, Press the “More” (3 dots) menu, then Select the option Archive

💡 TIP: A Supplier Archived can be Restored. Filter the Suppliers List by “Inactive Only”, Select the Supplier, and Press to open, then Press the “More” (3 dots) button and Select the option Restore.