Create a supplier record
A supplier record gathers the contacts, lead times and terms of a parts supplier. It is then used to prepare purchase orders.
Step 1 : Open the suppliers
In “Stock & Service”, open the “Settings” tab, then the “Suppliers” block. Tap “New supplier”.
Step 2 : Give a name
Only the “Usual name (shown in the app)” field is required. Fill in what you know: the rest can come later. A gauge shows how complete the record is.
Step 3 : Add contacts and lead times
To receive purchase orders, fill in “Email for purchase orders”. The “Standard lead time (days)” and the “Payment terms” help prepare orders.
Step 4 : Save
Click “Save”. The supplier appears in the list, which you can search by name, contact, city or part.
Good to know
- To link a part to a supplier, choose it in the “Supplier” field of the catalogue: the list also offers “+ New supplier…”.
- Bank details and attachments (company registration extract, bank details) are reserved for the manager; an invalid IBAN is rejected.
- The “Active supplier” box lets you set a supplier aside without deleting it. If you delete it, its parts keep its name as text but are no longer linked to a record.
- Records are managed by the Administrator, Director and the “Purchasing rights” level.
A question?
Can't find the answer? In the app, open “Help & support” and write to us: the team replies in the same screen. You can also email support@kalea.pro.