How to Add Supplies and Suppliers
How to Add Supplies for New Suppliers (Mobile)
• Open the Homepage and tap on the Suppliers section.
• Tap on the option labeled Add supply.
Step 3: Enter Supplier Details
• Provide the supplier’s full name, mobile number, and, if applicable, the starting supplies.
Step 4: Add Product Details
• Select the product from the list.
• Enter the quantity and set the expiring date.
• Optionally, update the purchase and selling prices for the product.
Step 5: Add More Supplies (Optional)
• If needed, tap on Add more to include additional supply items.
Step 6: Add Additional Supplier Details (Optional)
• You may enter further information such as the supplier’s address and email.
Step 7: Review and Proceed
• Once you have entered all required information, tap on Proceed.
Step 8: Select Payment Method and Status
• Choose the payment method that applies, whether it is Cash, POS, or Transfer. Payment status whether it has been paid fully, unpaid or partly paid.
Step 9: Update Inventory (Optional)
• Decide if you want to add the item directly to your inventory.
Step 10: Add a Comment (Optional)
• Enter any additional comments or notes regarding the supply.
Step 11: Save the Record
• Tap on Save Record to complete the process.
You have now successfully added supplies for a new supplier.
How to Add Supplies for Existing Suppliers (Mobile)
• Open the Homepage and tap on the Suppliers section.
• Tap on the Add supply option.
Step 3: Select Existing Supplier
• Choose the existing supplier from the list by tapping on their name, then tap on Record Supplies.
Step 4: Add Supply Details
• Select a product, enter the quantity, and set the expiring date.
• Optionally, update the purchase and selling prices as needed.
Step 5: Add More Supplies (Optional)
• Tap on Add more if you need to add additional supply items.
Step 6: Add Additional Details (Optional)
• You may include extra information such as address or email details for further clarity.
Step 7: Review and Proceed
• Once the supply details are complete, tap on Proceed.
Step 8: Select Payment Method
• Choose the appropriate payment method from Cash, POS, or Transfer.
Step 9: Update Inventory (Optional)
• Decide whether to update your inventory with the new supply item.
Step 10: Add a Comment (Optional)
• Add any additional comments or notes as necessary.
Step 11: Save the Record
• Tap on Save Record to complete the process.
Congratulations! You have successfully added supplies for an existing supplier.
How to Add Supplier on Desktop
- Go to Homepage
Start by navigating to your Homepage.
Access Suppliers
Click on Suppliers in the sidebar.
Add a New Supplier
Click on +Add New Supplier.
Enter the supplier's name, phone number, email, and address.
Click Save to finish adding the supplier.
Add Supplies for the Supplier
Select the supplier you just added and click on Add Supplies.
Search for and select the desired product.
Enter the quantity and cost price (you can also update the selling price and set the expiry date).
Once all products are added to the list, click on Proceed.
Finalize Payment and Inventory Details
Select the payment status (Paid Fully, Unpaid, or Partly Paid).
Add any comments and choose whether to add the item to your inventory.
Click on Save Supplies to complete the process.
This process ensures accurate supplier records, efficient supply entry, and flexible payment and inventory management.
How to Add Supplies with an Existing Supplier (Desktop)
Open your web browser, log in to your account, and navigate to the Homepage.
From the Homepage, locate and click on the Suppliers option in the side bar to access your supplier list.
Step 3: Select the Existing Supplier and Click "Add Supplies"
Find the supplier you wish to update, then click on Add Supplies to initiate the process.
Step 4: Search for and Select the Product
Use the search function to find the desired product, and select it from the list.
Step 5: Enter Supply Details
Input the quantity and cost price of the product. Optionally, update the selling price and set the expiry date.
Step 6: Add Additional Products (if necessary)
If you have more products to add, include them to the list. When all items are added, click on Proceed.
Step 7: Select Payment Status
Choose the payment status that applies—whether it is Paid Fully, Unpaid, or Partly Paid.
Step 8: Add Comments and Inventory Option
Enter any relevant comments and decide whether you want to add the item to your inventory immediately.
Step 9: Save the Supplies Record
Click on Save Supplies to complete the process and record the new supply details.
This easy to follow process improves supplier management, ensures accurate supply tracking, and offers flexible options for payment and inventory updates.