This Help Article covers:

General/Overview:

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

There are two types of Supplier:

With a Supplier, you Enter/Edit the Supplier's default information related to the Account from the Supplier Window.

With a Linked Supplier, some default information is Entered/Edited from the Linked Customer Window, Press the Customer Link to access the Customer Window to Enter/Edit.

For a User to be able to Add, Edit or Remove a Supplier, the User needs to be added to a Role that has Katipolt permission “Add/Edit Customers and Suppliers” toggled to "On".

Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt “Add/Edit Customers and Suppliers” toggled to "On" OR from a Role toggle it to "On" > then select the person from the “Assigned To” dropdown to add

⚠️ NOTE: Toggling "Add/Edit Customers and Suppliers" to "On" also toggles "View Customers and Suppliers" to "On". You can Toggle just "View Customers and Suppliers" to "On" which allows a User to View Customers and Suppliers, but not Add, Edit or Remove a Customer or Supplier.

Adding a Supplier is done from the Side Menu's "... More" Suppliers option.

Quick Flow:

1. From the Side Menu, Hover over More, then Press Suppliers to display the Suppliers List, then Press [+ADD] to display the New Supplier Window

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

Enter the Primary Contact’s Details

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

⚠️ 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), then 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, however, they need to be entered into the Suppliers Contacts first.

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

Adding a Linked Supplier is done from the Customer to be linked.

1. From the Customer's Overview Window, Press the "More" (3 dots) menu and Select the option "Create linked Supplier" 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 Window, Press the “More” (3 dots) menu and Select the option "Archive"

⚠️ NOTE: If the Supplier has a Linked Customer, the Linked Customer will also be Archived.

A Supplier Archived can be Restored.

1. From the Suppliers List, Filter the Suppliers List by “Inactive Only”, then open the Supplier

2. From the Supplier Overview Window, Press the “More” (3 dots) menu and Select the option "Restore".

⚠️ NOTE: If the Supplier has a Linked Customer, the Linked Customer will also be Restored.

⚠️ NOTE: If you have a Xero connection, the Customer will also be Archived in Xero, you will need to manually restore the Contact(s) in Xero.