Approvals Category
Approvals FAQ
Auto rejecting of invoices issue
Coding approvals
Creating Approvals
Division Management
Flashing invoice approval icon
How to approve or reject
Leaver process – Approver
Mandatory Approval Comments
Supplier approvals
Workflows & Approvals
Workflows & Approvals (part 2)
Business Unit Category
Add an email signature
Audit Trail
Coding Lists
Coding Restrictions
Create new Business Unit
Custom Buttons
Custom Fields
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
GRN Custom Fields
How to hide cost codes
How Zahara works
Invoice email forwarding – Microsoft 365
Required by Date
Single Sign On
SMTP & Email Sending
T&C on your PO Template
Tax Codes Explained
Two factor authentication
Unit Field
Integrations Category
Sage 50 Integration
Sage 50 Post-Install/Troubleshooting
Sage 50 SmartSync Pre-Install
SmartSync+ For Sage 200
Import Invoices from Xero
Tracking Categories Xero
Xero & Suppliers
Xero Gross Up
Xero Integration Explained
Xero troubleshooting
Access Dimension
MYOB Integration
Zapier Integration
Invoice Processing Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Orders Explained
Quick Create a Purchase Order
Second Ref Counter
Send PO to Supplier
Supplier order acceptance
To manage supplier, you use the Supplier module located under the Business Menu. With this module you can:
The list view has a number of features as you can see below:
As with our similar list views you can use the filter to find the desired supplier and also use the table icon to display the fields you wish to see.
You can Batch Email suppliers as well – if you select all or make a selection the email icon will show a form where you can send an email.
You can also Download your suppliers to CSV – either all or selected.
You can also Batch Update the suppliers – make a selection and click the update button. This will allow you to change things like the payment terms.
Finally, if you are connected to a finance system you can Sync your suppliers.
We recommend you create your suppliers in Zahara and sync the new records back into your finance system. You can then control who has the permission to create suppliers. Read our help article on User Permissions.
To create a supplier, click the + ‘New Supplier’ icon
You will be taken through a multi-part form that you can complete with a minimal amount of information.
You can edit a supplier at any time, just click the Edit icon in the list view as shown above. Once you are in view mode, there are two parts. You can edit the form and the different tabs using the edit icon in the lower section:
There is also a header section that can be edited by clicking on the cogs icon:
Clicking this will reveal some additional options:
You can disable the supplier so it doesn’t appear as an available supplier when raising a purchase. You can also set the supplier as ‘Trusted’ which is used in the invoice AutoPilot feature.
You can also delete a supplier from this menu.
Each tab of the supplier record can be edited individually using the Edit icon.
Tags are a really useful feature and will be used more widely in Zahara going forward. You can add a tag to a supplier and save it very easily.
Click +Tag, type a tag name, press the enter key on your keyboard. Click Save.
In the future, you will be able to filter in the list view using the tags. So in the example above, if “Insurance” is keyed into the supplier search area, the list view shows the A Plan insurance supplier (and any others with tags or names that contain insurance).
You can allow products to be added to the supplier record every time an order or invoice is created, provided the product code is populated on the line item and provided the “Store manually added products” option is ticked on the Details pane of the supplier record as shown in the image below.
This enables your product catalogue to be built on the fly. However, you may absolutely not want this as well. In which case, untick the setting on relevant supplier records. By default, the addition of products is enabled.
If you have negotiated pricing with your suppliers on specific products, you may want to stop your buyers from adding or creating their own products. You can do this by ticking the box that says “Restricted Buying” under the details tab of the supplier record. Once this supplier is selected in the purchase, the ability to add line items is removed. The buyer can only select from the pre-set product list.
We have a dedicated article for this task. Please have a read here
You can select suppliers – all or a select few and then click the Update button. This will allow you to:
