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Suppliers
UpdatedNovember 21, 2024
Create a Supplier
- Use your top banner to search for “Supplier”
- Click Create
Option | Description |
*Name | Name of supplier |
*Account Number | Account number associated with supplier. |
First Name | Contact first name |
Last Name | Contact last name |
Category | Select the category for supplier. |
Country | Country |
State | State |
Address | Address |
Zip Code | Zip Code |
* Denotes required input.
- Click Save
Additional Supplier Settings
Once you have created a supplier, you will be able to add additional contact details such as:
- Website
- Notes
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Operations
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- Articles coming soon
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- Customer Profile
- Editing Customer Profile
- Customer Overview - Top Banner
- Customer Account Balance
- Customer Card on File
- Customer Profile Notes & Bio
- Managing Customer Packages
- Customer Profile Recommendations
- Customer Profile Tags
- Customer Service Credits
- Managing Appointments via Customer Profile
- Customer History
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Configurations
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Inventory
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Forms
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Marketing
- Articles coming soon
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InFlo App
- Articles coming soon