Knowledgebase

How to Set Up a Supplier

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  1. Head to the Main Menu.
  2. Click ‘Contact’, then ‘New Contact’.
  3. Choose the Contact Type ‘Supplier’.
  4. Fill out the relevant fields with the Customers details, ‘Salutation, First Name, Last Name if you have a specific contact at the Company, along with the Company Name. Main number is required and add their email address in, the label can be used to show this is their installations/ operations/ invoicing department.
  5. Marketing fields show which points of contact they have opted in for, select those applicable.
  6. The customer review box can be marked as yes if you are happy for the customer to be send a review later on, leave this as no.
  7. Type in the postcode of the address they are registered to.
  8. Fill out the accounts reference if you know it, this can be added when the first contract has been set up.
  9. Add any permanent notes in the box to the right, important information like preferred contact times, who’s who and if they have agreed any special rates, these details can benefit from being added here.
  10. Press ‘Save’ as this as a contact only, no lead is required.

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