Overview

The latest version of the supplier management module is available from the Business menu and we recommend you always use the Z3 version – the older Z2 module will be phased out over time. With this module you can:

  • Create or import suppliers
  • Import products 
  • See the buying history for the supplier
  • Control restrictions 
  • Add notes 
  • Add documents 
  • Email all or selected suppliers 
1

Supplier List View

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

2

Creating Suppliers

We recommend you create your suppliers in Zahara and sync then new ones back into your finance system. You can 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 where you can complete minimal amount of information.

3

Editing a supplier

You can edit a supplier at any time, just click the View 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 Trust the supplier which is used in the Invoice AutoPilot feature

You can delete a supplier as well from this menu. 

4

Tagging suppliers

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, press the Enter key on your keyboard. Click Save. 

You can filter in the list view on the tags as well. So in the example above, if “Insurance” is keyed into the supplier search area, the list view show the A Plan insurance supplier (and any others with tags or names that contain insurance).

5

Store manually added products

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 supplier record – see picture above. 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 adding of products is enabled.

6

Restricted Buying

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

 

 

7

Importing Products

We have a dedicated article for this task. Please have a read here