Tutorial: Manage Your First Supplier
Goal: Create a new supplier record, adding essential contact and payment information, ready for use in purchasing documents.
Persona: Kenji Tanaka (Data Analyst) or Anya Sharma (AP Clerk)
Accurate supplier records are essential for smooth purchasing and accounts payable processes. While supplier data is often synchronized from an ERP system, you may sometimes need to create new supplier records directly within Zudello, especially during onboarding or if Zudello is your primary management tool.
This guide walks through the fundamental steps of creating a new supplier: initiating the record, adding core details like name, code, and contact information, and saving the record. Depending on your organisation's setup, this might also involve submitting the new supplier for internal approval.
Steps:
Let's start by creating a blank supplier record.