You can send a purchase order to a supplier from Zahara. The standard format of a Purchase Order is PDF. You can also send a purchase order to your supplier in a CSV or JSON format. There are three wa…
We get asked this question a lot "How do I send a copy of the Purchase Order to the Buyer?" Here are the best options available to you. Firstly, there are 3 ways to send a PO to the supplier: Send…
Xero is frustrating in that you create a Contact and it doesn’t become a Supplier until you record a Bill against it. Zahara only picks up contacts that have been flagged as suppliers. So what to do…
We have two ways for a supplier to accept an order. The first is more sophisticated. It requires the supplier to digitally sign your terms and conditions before receiving the order. The second is v…
If you use Xero, QBO or one of the other full integrations, suppliers will be imported as part of the sync. If you use another finance system you can import your suppliers very easily. Head to the sup…
The purchase history tab in the supplier record allows you to drill down on all orders or invoices recorded against this supplier. You can use the filters at the top of the section to add a date range…
Products (inventory) belong to suppliers. So products are imported into individual supplier records. This means when raising purchase orders, you can select products for each line item that have had t…
To manage supplier, you use the Supplier module located under the Business Menu. With this module you can: Create or import suppliers Bulk update suppliers Import products See the buying…
If you are about to deploy Zahara and would like to notify all of your suppliers about your new process, below is a sample of an email you might want to send. You can send this email in Zahara's suppl…
The supplier record has a field called account code. This can be an important field in the finance system. Zahara allows you to police the pattern used for this field. Example AB-001 Head to Busine…
You can set Zahara to allow individual suppliers to log in to Zahara and see their Purchase Orders and Invoices. You can even allow them to create their own invoices, or match them against existing or…
This article will help you get better supplier matching when using the Invoice Inbox. The receive email address identifies the business unit 2. The sender's email address should identify the supp…
You can use Microsoft Power Automate (Microsoft Flow) & Zapier to generate an approval when a new [geoip-content not-country="US,CA"]supplier[/geoip-content][geoip-content country="US,CA,MX"]ven…