Add a supplier

Each product must be associated with a supplier. Follow these steps to add a product vendor.

1. Click your name in the menu bar. Then click Administration.
2. Under Branch Management, click Suppliers.
3. Click +Add New Supplier.
4. In the Add New Supplier window, enter the name of the supplier.
5. Click Save.
6. Click your name in the menu bar. Then click Products.
7. Enter a search term.
8. Click Go. The products that match the criteria selected are listed.
9. Click the product name.
10. Scroll down to the Purchasing area and select the supplier.
    Tip: Select the product’s primary supplier or supplier you order the product from most frequently. You are not restricted to ordering from this supplier.
11. Optional. Enter the supplier's code for the product.
12. Optional. Enter the product's barcode, if applicable. Once this is added, the product's barcode can be scanned into any field you would normally type the name to look for it. For example, products/services on a consultation.
    Note: The barcode can also be manually searched in any field you would normally type the product name to look for it; but the barcode must be a minimum of 8 characters in order to be searchable from a consultation product line.
13. Click Save.