Suppliers

Adding Suppliers to your Agencydesk account enables you to assign specific Costs to a Supplier. This helps with generating Purchase Orders that include preselected Unit Costs and Markup Methods.

1

Navigate to the Suppliers page.

2

Click + Add Supplier.

3

Fill in the applicable General information:

• Company Display Name

• Supplier Code

• Account Active (checkbox)

• Select a Category from the dropdown

• Telephone, Email, Website

• Physical & Postal Address (checkbox: "Same as Physical")

4

Enter Financial Information:

• Registered Company Name (required)

• Tax / VAT Number & Rate (%) (required)

• Select a Currency (required)

• Payment Terms, this can be "Cash on Delivery" or "Other"

• Add a monetary value for the Credit Limit

Future Feature: To streamline purchase order creation in future, check the Purchase Order Required checkbox if a new (or existing) Supplier requires a purchase order.

5

Optional: Add Contacts by selecting "Add a Contact" and entering relevant details.

6

Click Save when done.

Adding a Supplier from Costs?

Click + Add Supplier to open the New Supplier page. Follow the steps above to create the Supplier.