FAQ for Supplier Database Module

1. How do I add a new supplier?

Steps:

1. Navigate to the “Suppliers” section in the database module.
2. Click on the “Add New Supplier” button.
3. Fill in the required details:
   • Supplier Name: Enter the full name of the supplier.
   • Address: Provide the complete address, including street, city, state, and zip code.
   • Contact Information: Include phone number, email address, and fax number if applicable.
   • Supplier Type: Specify the type of supplier (e.g., raw materials, services).
   • Payment Terms: Define the payment terms agreed upon with the supplier.
4. Click “Save” to add the supplier to the database.

2. How do I record a new purchase?

Steps:

1. Go to the “Purchases” section.
2. Click on “Add New Purchase.”
3. Enter the following details:
   • Supplier: Select the supplier from the dropdown list.
   • Purchase Date: Choose the date of the purchase.
   • Invoice Number: Enter the invoice number provided by the supplier.
   • Items Purchased: List the items purchased, including quantity and unit price.
   • Total Amount: The system will automatically calculate the total amount based on the items and their prices.
4. Click “Save” to record the purchase.

3. How do I add a new contact for a supplier?

Steps:

1. In the “Suppliers” section, select the supplier you want to add a contact for.
2. Click on the “Contacts” tab.
3. Click “Add New Contact.”
4. Fill in the contact details:
   • Name: Enter the contact person’s full name.
   • 1. • Name: Enter the contact person’s full name.
        • Position: Specify their job title or role.
        • Phone Number: Provide their direct phone number.
        • Email Address: Enter their email address.
     2. Click “Save” to add the contact.

     4. How do I add notes to a supplier’s profile?

     Steps:

     1. Select the supplier from the “Suppliers” section.
     2. Click on the “Notes” tab.
     3. Click “Add Note.”
     4. Enter the note details:
        • Date: The current date will be auto-filled, but you can change it if needed.
        • Note: Write the note content, including any relevant information or updates about the supplier.
     5. Click “Save” to add the note to the supplier’s profile.