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

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.

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.

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