Add a New Supplier when Drafting an Order/Invoice/Expense

There are two methods to create a new supplier while you are drafting an Order.

Autocomplete Method

1. Type in the Supplier Name.

2. The auto-complete function will attempt to find the Supplier. Click +Create Supplier From….

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3. The Supplier Entry form will then appear. Enter in the Supplier details and then click Save.

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Lookup Method

1. Click the Lookup Button (Magnifying Glass).

2. The Supplier Lookup will pop out, allowing you to search or edit Suppliers. Click the + (plus) icon to create a New Supplier.

3. The Supplier Entry form will then appear. Enter in the Supplier details and then click Save.

Quick Add Method (Interactive Orders Mode Only)

1. This method only works when drafting an Order using the Interactive Method by clicking on different parts of the Purchase Order Image: https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1805418528

2. Type in the name of the Supplier and then click the + (plus icon).

3. A popup will appear asking if you wish to add a new Supplier. Click Yes.

4. A new popup window will then appear allowing you to enter in basic supplier details. Once completed click the Save button.