Overview:
Adding your suppliers to your foreUP account can help you manage your inventory with even more detail. This article will go over how to manage your suppliers in foreUP.
- Part One: Creating a Supplier
- Part Two: Editing a Supplier
- Part Three: Deleting a Supplier
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
- Access to the following modules:
- Point of Sale
- Inventory
- Suppliers
Steps: Part One
Follow the below steps to create suppliers:
- Go to the Suppliers Module.
- Click on the "New Supplier" button near the upper right-hand side.
- Fill out Information. (Only a Company Name is required to create a new supplier)
- Save Changes
Steps: Part Two
Follow the below steps to edit suppliers:
- Go to the Suppliers Module.
- Click the Actions Drop Down Arrow next to the supplier you want to edit and select Edit.
- Fill out the necessary changes and click Save Changes.
Steps: Part Three
Follow the below steps to delete suppliers:
- Go to the Suppliers Module.
- Click on the Checkbox to the left of the supplier(s) that you want to delete and click Delete.
- After confirming the selection of suppliers is correct click "Ok" to delete the selected suppliers.
FAQ:
Q: Can I import and export my suppliers list?
A: Yes! Please see the article Importing and Exporting Suppliers Lists.
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737