Create a supplier
1
Go to Suppliers → New Supplier
2
Fill in the details
Legal name, tax identification number, address, phone and email. In countries without a loaded catalog of departments and municipalities (for example, the United States), the state and city are entered as free text.
3
Contacts
In the Contacts tab you register the supplier’s contact people: financial, technical and administrative. Each contact has a name (required), position, email and phone, and you can add several per type.
4
Save
Supplier detail
From each supplier’s profile (View detail in the list, the global search and the supplier link inside a purchase open the dedicated view) you can check its contacts, the purchase history and the balances pending payment.Import and export with Excel
Export downloads the supplier list in Excel. Import loads suppliers in bulk:1
Click Import and download the template
2
Fill in one row per supplier
- Required: Name, Address, Country, Department, Municipality, Phone, Email, Supplier Type.
- Optional: Legal Name, Document Type, Document Number, NRC, NIT, Business Activity.
3
Upload the file and review the preview
Each row shows whether it will be created or updated and any errors found.
4
Confirm the import
Only valid rows are imported. At the end, a summary of created, updated and errored rows is shown.
Country, department and municipality must exist in the system (they are matched by approximate name). If the document number already exists in the branch, the supplier is updated instead of duplicated.