Creating, Importing and Deleting Suppliers
How to create Suppliers
Here you can view and add your suppliers, these suppliers can be selected when creating bills.
If you have connected your Builda Price account to Xero you can Sync your Xero Suppliers to Builda Price.
Simply navigate to the Suppliers section within your Settings and click Sync with Xero contacts.
Any time a new supplier is added within your Xero account, you will need to press this button to pull those new supplier into Builda Price.
To add your suppliers manually
- Under the People heading, Select Suppliers
- Click the +Add new Supplier button
- Enter in the supplier details
- Click Create
- Your new supplier will be added to your supplier list.
How to delete a Supplier
- Select the supplier from your supplier list
- Click the Delete button on the contact details box
- Confirm the deleting the supplier, once that is done the supplier will be removed from your list
How to update and edit suppliers that have been synced from Xero
- Select the Suppliers heading in the left hand navigation pane
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- Select the name of the supplier you would like to edit or update
- The Edit contact in Xero button will give you an option to update the correct contact and supplier in Xero.
- Once the changes have been made in Xero you can then click the update supplier from Xero button.
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