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How to Add a Supplier to FieldInsight

Learn how to add suppliers in FieldInsight to use them in Purchase Orders and Bills, ensuring smooth procurement and billing processes.

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a month ago

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?

How to add a supplier to a Purchase Order

How to add a supplier to a bill

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