How-to add Account & Tax Rate to a Supplier

• Related Articles

• How to Create Supplier Quotes

  Follow the Process to Create Supplier Quotes Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on "Add a New Record" or use the "+" sign to initiate the creation of a new Supplier ...

• How to Add Tax Rates in Company Settings

  This article will show you to set up the Tax Rates in the Company Settings Watch this interactive video to see how it's done! 1. Navigate to the 3PM Construction Web Portal and login 2. On the left-hand main menu, select Admin> Company Settings 3. ...

• How to Create a Supplier

  It's important to note that if the Xero Integration is enabled under Company Settings, the Supplier list will be automatically updated from Xero if available Please follow the below steps to create a new Supplier Navigate to the 3PM Construction Web ...

• How to view Supplier Spreadsheet and create a new Supplier

  This article will help you to set up the Supplier Spreadsheet Please follow the below steps to set up the new Supplier Details Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Contact Settings The ...

• How to Approve Supplier Quote

  The configuration for the number of approvals required to approve a Supplier Quote can be adjusted through the "Number of Supplier Quote Approvals Required" option within the Supplier Quote section of the Purchase Settings. Follow the below process ...