suppliers

Introduction

A supplier can be any company that you might use to provide products or services that you either;

• Use in your own operations, such as office rental and office supplies.
• Resell to your own customers, such as printing or manufacturers.

Suppliers are an important part of Knack. By creating a supplier, you can;

• Create a product or service with a markup that you resell to your own customers.
• Keep track of your company expenses through supplier invoices.
• Generate purchase orders when your supplier or your own company requires it.

When you register with Knack, your own company is automatically added as a supplier. This allows you to create services, quotes and invoices using services or products that you are generating or manufacturing.

Find a Supplier

There are two options for locating an existing supplier;

• Using the supplier list and filters.
• Using Smart Search.

Using the supplier list;

• Go to suppliers > manage > view suppliers.
• This will open a list of all your suppliers.
• Find the supplier by scrolling down, or apply filters by clicking "update filters".
• Click on the name of the supplier to open the Supplier View.

Using Smart Search;

• Click on the search icon at the top right.
• Start typing the name of the supplier.
• Click on "view supplier" to open the Supplier View.

Supplier View

The Supplier View is the place where you will find all information relevant to the supplier;

• Critical details such as company registration number, banking details, and more.
• Contact information.
• Supplier invoices and purchase orders.
• Products or services supplied by the company.

Editing a Supplier

A supplier can be edited from one of two places;

• In the Supplier View, by clicking "edit supplier".
• In the Supplier View, by clicking the supplier menu icon > edit supplier.

From the supplier edit popup, you can change important information, such as;

• The company name.
• The supplier banking details.
• The company contact details.

Disabling or Enabling a Supplier

A supplier can be enabled or disabled from the supplier menu. To complete this action;

• Finding the supplier and opening the Supplier View.
• Clicking the "disable supplier" link or the "enable supplier" link.

A disabled supplier is removed from all lists, such as when creating a quote.