To set up suppliers:
I- Navigate to “Setup->Sales->Suppliers”
To add a new supplier:
- Click on the “+” button located on the right side of page.
- Set the “Supplier Name”.
- Click “OK”.
- Repeat steps 1 to 3 to add more suppliers.
- When all suppliers are added, click on “Save Suppliers” button.
To change suppliers:
- Click on the suppliers you want to modify.
- Apply the changes and click “OK”
- Repeat step 1 and 2 for all the suppliers you want to change.
- Click on “Save Suppliers” button once done.
To merge suppliers(Remove):
Merge process allows you to remove a supplier from your system. However because your sales are related to the suppliers, you have to use merge process to remove the suppliers. Merge procedure combines two suppliers into one supplier.
- Select the primary supplier – supplier you want to keep.
- Click “Merge – Select Primary Supplier”.
- Select the secondary supplier – supplier you want to remove.
- Click “Merge – Select Secondary Supplier”.
- Click “OK” to confirm the merge.