Add, Edit, or Deactivate a Supplier

Created by Mubarak Waqar from Asaan Retail, Modified on Tue, 30 Aug, 2022 at 12:08 PM by Mubarak Waqar from Asaan Retail

TABLE OF CONTENTS


In this article, we will cover:

  • How to Add a new supplier
  • How to Edit an existing supplier
  • How to Deactivate an existing supplier

How to Add a new supplier

To create a new supplier in Asaan Retail:

Step-1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the left > click the Purchasing tab > Click on the Suppliers tab from the dropdown menu. 



Or you can access Suppliers by typing Suppliers in the search bar on the top.

Step 3: In the new window dedicated to the suppliers' management, Click +New Supplier on the top-right corner. 



A new pop-up window will appear like the one below:

Step 5: Enter all the details in relevant fields like:

  • Supplier Name: The name of the supplier
  • Company: Supplier company name 
  • Website: Any website that belongs to a supplier. Usually entered to store the catalog of supplier.
  • Phone#1: Supplier phone number - 1
  • Phone#2: Supplier phone number - 2 
  • Email Address: The supplier's email address
  • CC Email Address: Can be any email address in supplier’s company or your company e.g. a supervisor - to notify in email exchanges
  • Category: The category in which the supplier belongs. If the category is already created, then the supplier can be tagged to it, else a new category can be created by pressing the “+” button.
  • Opening Balance: The existing balance of the supplier - if you have to pay the supplier select payable. Else, If the supplier has to pay you a certain amount, select Receivable.

 



Step 6: Click ‘Add’ & your new supplier will be added in the suppliers’ profile.



How to Edit an existing Supplier

You can edit your Customers by:

Step 1: Click on the supplier name or any other attribute

Step 2: Click on the Edit tab (on the top-left corner of the new pop-up window) to change supplier attributes. 



Step 3: Make necessary changes. For example, change the Supplier Name.



Step 4: Click the Update button on the bottom-right corner of the pop-up window. Your changes will be saved and appear in the supplier profile.



How to Deactivate an Existing Supplier

In the Edit window, You can also turn your Supplier Status from Active to Inactive or vice versa.

 

 

 

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