You can add suppliers directly to WorkGuru by clicking on Add Supplier in the Actions menu from the supplier dashboard.
When adding a supplier, only the supplier Name is required to save the record. However, the more data you can add in your supplier records, the more automation and reporting WorkGuru can provide. Generally the supplier name is a company, with the contacts being the people that work for the company. However, there is no issue creating a supplier as an individual if required by your workflow.
On the Add Supplier page, fill out the following fields and click Save when complete:
- Name - Supplier name, usually the company name. (Required)
- ABN - Supplier's company number
- Address 1 - Supplier street address
- Address 2 - Supplier street address
- Suburb - Supplier suburb
- City - Supplier city
- State - Supplier state
- Postcode - Supplier postcode
- Country - Supplier country
- Website - Supplier website
- Email - Supplier company email (only one email can be used)
- Phone - Supplier landline number
- Fax - Supplier fax.
- Estimate Lead Days - Number of days it usually takes the supplier to ship to your warehouse.
- Credit Terms - Supplier payment terms, either number of days or days end of month.
- SupplierTaxRate - Supplier tax rate (GST Exempt etc)
- UK CIS Rate - CIS rate for UK suppliers only
- Currency - Supplier invoice currency
- Supplier Price Tier - Assigned price tier
- Custom Fields (Optional) - Any custom fields that you have created and assigned to the supplier section will display below the default supplier fields
The Add Supplier page also includes the supplier contacts list. A supplier can have multiple contacts.
To add a contact when adding a new supplier, click the Create a new Contact button.
- FirstName - Contact first name
- LastName - Contact last name
- Email - Contact direct email
- Phone1 - Contact landline number
- Phone2 - Contact mobile number
- Position - Contact role/position
- Notes - Contact notes
Click Save when complete.