Information - Supplier Manager
An in-depth guide to the Supplier Manger
Last updated
An in-depth guide to the Supplier Manger
Last updated
The Premier EPOS software has a robust Supplier Manager, capable of storing an array of Supplier details. It's very important that a Supplier is created in the Supplier Manager first, so it is available in other areas of the system, like the Stock Manager.
The Supplier Manager is located in the Stock section. Please see below screenshot.
Once you press on the Supplier Manager button, the Supplier menu will open within the main system window. Please see below screenshot.
To create a new Supplier, click on the Create New Supplier button. This will open up a text entry screen and you can type in the name of the new Supplier. Once you have entered the name, the text entry box will close and the new Supplier will be added to the list.
After creating a new Supplier, the rest of the Supplier details will now be available to be filled in. If you plan on emailing your Suppliers replenishment orders, we recommend at least filling in the Email Address.
To delete an existing Supplier, highlight the Supplier you are removing and click Delete Supplier button. Once you press delete, the system will ask you if you are sure. Please see below screenshot.
Deleting a Supplier will remove their details from items in your database that you have ordered from them.
This option will check your Stock information for Suppliers that exist, but are not in the Supplier Manager and add them to the Supplier database.
This option will create a blank template file in CSV format. This template includes Supplier Name, Your Ref Code, Phone Number, Contact Name 1, Contact Name 2, Email, Address and Postcode. Please see below screenshot.
This function is normally used for fresh system setups or adding in new bulk Supplier details.
Once you have filled in the blank template that is generated by the previous function, the Import From CSV button will allow you to add in the prepared details. Clicking the Import From CSV button, will open the import menu. Please see below screenshot.
Once the import window is open, click the Step 1: Select CSV File button and select your list of Suppliers to import. It will then preview your changes. Once you have confirmed the changes, you will then press Step 2: Commit Import.
If you have any additional questions about the above guide, please contact our Support Team on either 03303 800 142 or supportstaff@premierepos.co.uk.
