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 

1. Navigate to the 3PM Construction Web Portal and login
   
2. On the left-hand main menu, select Contacts> Supplier
   
3. Search the Supplier name or with NZBN Number then click on Add Supplier or click on the  + sign to add a new Supplier
   
4. Enter the Supplier Name and Account Number
   
5. Add Supplier Type 
   
6. Supplier Arrangements allow functionality based on different arrangements you have with your suppliers. This also filters the cost selection based on the activity types quoting and creating projects.
   
7. Enter NZ Business Number if required

   

   Note: The term "pre-qualification" refers to the requirement of some kind of qualification in order to supply materials or services on a project. For example, if a subcontractor is hired to install something on the project may be required to have a specific health and safety certificate/qualification, such as Site Safe Certified.
   If the Allow Purchase Orders option is checked, purchase orders will show the supplier name
8. Enter the Finance Contact person's full name, Email Address, and Phone number. You can add multiple contact names.   You can enter several contact names. The check mark to the left of the contact name indicates that this person is the main point of contact for sending invoices and bills.
   
   
   
9. Enter the Bank Account Number and Name
   
10. Select the Default Activity and Activity Item from the dropdown list. Click here to find out How to create Activities
    
11. Enter the GST Number and Default Margin Rate Percentage
    
12. Submit to save the Supplier
    

    
    

    

    
    

    

    When XERO Integration is enabled then information is controlled by XERO. When you create this Supplier, the information will be updated to XERO and then Locked and you will have to update it from XERO

    
    

    
    

    
    

    
    

    
    

    
    

    
    

• 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 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 Edit Supplier Quote

  Follow the Process to Edit Supplier Quotes Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Supplier Quotes Click on the 3 dot option and select Edit Alternatively, you can right-click on the entry and ...

• How to Export Supplier List

  This article will help you to Export the Supplier List Please follow the below steps to Export Supplier List Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Supplier Click on the Menu bar and select ...

• How to Create Bills

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