How to Create, Edit and Delete Suppliers

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:

1. Go to the Suppliers Module.
2. Click on the "New Supplier" button near the upper right-hand side.
3. Fill out Information. (Only a Company Name is required to create a new supplier)
4. Save Changes

Steps: Part Two

Follow the below steps to edit suppliers:

1. Go to the Suppliers Module.
2. Click the Actions Drop Down Arrow next to the supplier you want to edit and select Edit.
3. Fill out the necessary changes and click Save Changes.

Steps: Part Three

Follow the below steps to delete suppliers:

1. Go to the Suppliers Module.
2. Click on the Checkbox to the left of the supplier(s) that you want to delete and click Delete.
3. 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 [e-mail] or 800-929-5737