Suppliers (vendors)
Supplier Matching with Invoice Express
How it works If you use Invoice Express, the first part of the process is to match the supplier correctly. This is really important. It works like this 1. What email address has received the invoice - this matches the Business Unit 2. What email ...
Supplier Portal
You can set Zahara to allow individual suppliers to login to Zahara and see their Purchase Orders and Invoices. You can even allow them to create their own invoices, or match them against existing orders. How it works Make sure you have enough spare ...
Sample supplier email for advance notification of Zahara
Dear Supplier, XYZ Ltd are implementing a new automated Purchase Order and Invoice Processing Solution using Zahara which will deliver an improved service to you. In order for you to benefit from this new service please note the following when ...
New supplier - create Teams or Email alert
You can create an email alert when a new supplier is recorded by creating a Microsoft Flow event. Here is a video showing you how Microsoft Flow works: First off, login to your paid for (premium) Microsoft Flow account - https://flow.microsoft.com/ ...
Managing suppliers, products & controlling pricing
Please watch the video below for an overview of supplier and product management Products can be added to supplier records in a number of ways: Bulk import the products Add individual products Add products when creating an order Add products when ...
Importing Products (inventory)
Business > Suppliers > Products You can import products that belong to a supplier. You can manually record products as well as shown below: You can type them in one by one The five fields are: Products Name Suppliers SKU (Product code) Your own ...
Supplier history
Supplier History The history tab in the supplier record allow you to drill down on all orders or invoices recorded against this supplier. You can use the filters at the top of section to add a date range and a type of Invoices / Orders or All. Click ...
Supplier email addresses
Supplier email addresses You can record multiple email addresses per supplier. This allows orders to be sent to different people (you select the email address when raising an order) but also allows you to record email addresses for new features we ...
Importing suppliers
Importing suppliers into Zahara We offer the facility to bulk import your suppliers using a CSV file. From the Suppliers menu, choose import suppliers. Firstly download our template. Click into suppliers and find the “Import Suppliers” option in ...