How To Create A Supplier

This guide outlines the steps to create a new supplier in the Accord system.

Written By Kelly Szabo

Last updated About 17 hours ago

  1. Navigate to Contacts: Select "Contacts" from the main menu.

  2. Access Supplier Contacts: Click on "Supplier Contacts".

  3. Initiate Creation: Click the "Create new Supplier Contact" button.

  4. Enter Company Details: Type in required company information, such as Name, ID, and Company type, then click "Save".

  5. Access Supplier Offices: Click on the "Supplier Offices" tab.

  6. Add Office: Click "Create" to add a new office location.

  7. Complete Address: Fill in the supplier's address fields.

  8. Save Address: Click "Save" to record the office details.

  9. Navigate to Contacts: Select "Supplier Contacts" again; this can be done from the horizontal tab or the left-hand menu.

  10. Add Individual Contact: Click "Create".

  11. Enter Contact Details: Input the individual contact's name, email address, and any other relevant contact details, then click "Save".

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