Quick Start: Creating a Basic Supplier Record

Add new suppliers to Zudello so you can link them to documents. (Note: Suppliers might be automatically synced from your ERP).

Steps:

1. Navigate: Go to the Relationships > Suppliers submodule.
2. Create New: Click New Supplier, then Create.
3. Enter Essential Details:
   • Name: Enter the supplier's official trading name.
   • Code: Enter a unique code (often the supplier code from your ERP).
   • Tax Number: Enter the supplier's ABN or relevant tax identifier.
   • Email/Phone: Add primary contact details if known.
4. Add Address (Optional): Click Add Address and fill in the details.
5. Add Bank Details (Optional): Click Add Bank Account and fill in the details (crucial for payments).
6. Save: Click Save and Submit (or just Save if approvals are required).

What Happens Next?

The supplier record is created. If your organisation requires supplier approvals, it will enter the approval workflow. Otherwise, it becomes Active and available for linking to documents.

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Related How-To Guides:

• Managing Supplier Records