How to Create a Supplier

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