Suppliers (Settings)

Accessing the Suppliers Settings

Settings > Inventory Settings > Suppliers

In this article:

Adding a Supplier

Press New Supplier at the top of the settings screen.

The following fields are presented:

Supplier Name (mandatory)

The name of the Supplier.

Address

The street address of the Supplier.

Address (cont)

Additional street address information.

Suburb

The postal suburb of the Supplier.

If the Postcode Finder feature is enabled on your CommTrak, the State / Postcode fields will be populated automatically upon selecting a suburb from the presented list.

State

The state of the Supplier (see Suburb, above, for information about automatic population of this field).

Postcode

The postcode of the Supplier (see Suburb, above, for information about automatic population of this field).

Contact Person

The name of the main contact within the Supplier's organisation.

If a name is entered into this field, a Contact record will be created for the Supplier, using the Contact Name, Phone and Email provided.

If the Contact's phone number and email address differ from the Supplier's phone number and email address, the Contact's details can be edited after the Supplier record has been added. See the heading Supplier Contacts in this article.

Phone

The main contact phone number for the Supplier.

Supplier Code

Typically a short-code used for uniquely identifying the Supplier.

This field may be used, for example, to store the supplier code used in third-party accounting software.

Email

The main contact email address for the Supplier.

Website

The main website for the Supplier.

This is a free-form text field, and is not validated.

Modifying a Supplier

  • Select a Supplier from the list displayed at the top of the settings screen
  • Edit the available fields as required
  • Press to confirm changes

Deleting a Supplier

  • Select a Supplier to delete, from the list displayed at the top of the settings screen
  • Press to delete the Supplier

The Supplier is deleted without any prompting.

Deleting a Supplier cannot be reversed.

Supplier Contacts

In addition to each Supplier having a phone number and email address, multiple Contacts can be added to each Supplier.

To add a Contact at the time the Supplier is created, enter a Contact Name, as detailed in the Adding a Supplier section of this article.

Adding a New Supplier Contact

To add a new Contact after the Supplier has been created:

  • Select the required Supplier as detailed in the Modifying a Supplier section of this article
  • Press
  • Complete the fields as required (Contact Name is mandatory):
  • Press to confirm the new Contact details (or press if needed).
Editing a Supplier Contact

To edit an existing Supplier Contact:

  • Select the required Supplier as detailed in the Modifying a Supplier section of this article
  • Press the Edit (pencil) icon in the Action column adjacent to the Contact
  • Edit the Contact fields as required
  • Press to confirm the changes (or press if needed)
Deleting a Supplier Contact

To delete an existing Supplier Contact:

  • Select the required Supplier as detailed in the Modifying a Supplier section of this article
  • Press the Delete (trashcan) icon in the Action column adjacent to the Contact
  • Confirm or cancel the deletion as required

Once deleted, a Supplier Contact record cannot be recovered.