Assigning Items to Suppliers

This article will guide users on Assigning Items to Suppliers.

1. To assign items to your supplier, navigate to the "Supply Chain" tab on the sidebar menu or click the arrow next to it to access other options and select "Suppliers".

2. Look for the orange banner that says there are items yet to be assigned to your supplier.

3. Click the "Assign Items to Supplier" button.

4. Check the boxes of the items you want to assign to your supplier and scroll down.

5. In the green banner, select your supplier from the dropdown menu and click "Confirm".

6. To check if the assignment was successful, click the back arrow and look for the supplier's name. The assigned items should be visible under the supplier's name.

7. If you need to remove an item from a supplier, click into the supplier's name and remove the item from the list.

8. To fill in the supplier details, click the "Supplier Details" tab and enter the basic details such as name, address, and contact information.

9. Set up payment terms with your supplier on the "Payment Terms" tab to ensure correct information when generating purchase orders.