Jun
19
2016

Managing Suppliers in the OnlineInvoices Inventory system

Through the “Inventory” tab, select the “Manage Suppliers” option.

manage suppliers

This page displays all current suppliers. You can use the tabs on the right-hand side to “Edit”, “View”, or “Delete” the supplier details through the “More” tab

  • Add new Suppliers on your “OnlineInvoices” Inventory system by clicking the “New Supplier” button.
  • Use the  “Search” bar to search for a supplier; click the “More Options” button at the top right corner to show all search filters.
  •  The Suppliers table shows all your suppliers with their “Business Name” and “Full names”, “Country”, “Status”, plus various “Actions” you can implement for any specific supplier.
  • tick the checkboxes on the left-hand side to select multiple suppliers (if required) to bulk delete them.

View your supplier’s details.

  1. Through the “Inventory” tab, select the“Manage Suppliers”option.
  2. Through the “Manage Suppliers” tab, select the  “View” option, next to the supplier you need to view.
  3. The supplier’s view page will show two tabs:
    • The “Profile” tab shows the supplier’s basic details and his contacts.view supplier
    • The “Latest Purchase orders” tab shows a list of the latest purchase orders for those suppliers, showing the order “ID”, “Date”, its status whether it’s  (Received – Unreceived), the total amount of the order and action buttons for the order.
      •  View order.
      • Save the order as “PDF”.
      •  Send the order to the supplier’s email.view supplier1
    • The supplier view page also shows 2 tabs to “Edit Details” of the supplier or “Delete” it.

Edit your supplier’s details.

  1. Through the “Inventory” tab, select the “Manage Suppliers” option.
  2. Through the “Manage Suppliers” option, click “Edit Details”, next to the supplier you need to edit details.

Delete your supplier.

  1. Through the “Inventory” tab, select the “Manage Suppliers” option.
  2. Through the “Manage Suppliers” option, click “Delete”, next to the supplier you need to delete.
  3. These actions are permanent. Deleted suppliers and their data can not be recovered or retrieved.

Contact us if you have an issue or more questions.

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