If your business uses Purchase Orders and Bills in FieldInsight, you must first add your suppliers to the system. This guide explains how to manually add suppliers to FieldInsight.
Create a New Supplier
Adding a new supplier to FieldInsight is a simple and straightforward process.
To create a new supplier:
Click "Accounts" in the left menu.
In the sub-menu, select "Supplier".
On the Supplier page, click "+ Add Account Customer" to create a new record.
Fill out the supplier’s details. Any custom fields created for suppliers will appear on this page. Once all fields are complete, click "Save" to save the supplier.
Your new supplier is now added to the list of suppliers and can be used in Purchase Orders and Bills.
What's Next?