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 creating an invoice
Restrictions
Restricted Buying
If you have negotiated pricing with your suppliers on specific products, you may want to stop your buyers from adding or creating their own products. You can do this by ticking the box that says "Restricted Buying" under the defaults tab of the supplier record. Once this supplier is selected in the purchase, the ability to add line-items is removed. The buyer can only select from the pre-set product list.
Allow / Restrict Adding Products
You can allow products to be added to the supplier record every-time an order or invoice is created, provided the product code is populated on the line item and provided the "Enable Line Products" option is ticked on the supplier record. This enables your product catalogue to be built on the fly. However, you may absolutely not want this as well. In which case, untick the setting on relevant supplier records. By default, the adding of products is enabled.
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 ...
Syncing & Originating Suppliers 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 think the best ...
If you are a QuickBooks desktop / enterprise user, you will want to get your suppliers from QuickBooks into Zahara. This will be a two step process where you export from QuickBooks, manipulate the spreadsheet into the format we need and then Import ...
What is SmartInvoice? SmartInvoice is a Windows desktop tool for processing supplier invoices. Load or Scan invoices and then have them automatically recognised and intelligently matched against your orders in Zahara. Invoices are then recorded in ...
Documents > Purchase Order When raising an order you can choose a product from the drop-down list, provided you have first selected a Supplier. Just choose the product and click the + Add Product Line sign next to it as shown If you add a product, a ...