Create a new supplier
To manage your Suppliers, hover over General on the left-hand side of your screen and select Companies.
Step 1: Add a new supplier by clicking on Add New Company on the right-hand side of your screen.
Step 2: A form will appear on the right side of the screen. Fill in the required details for the new company:
- Name: Enter the company's name (e.g., Facebook).
- Type: Select Supplier from the dropdown menu to specify the company type.
- External code: Enter the code used to connect the supplier company to Proprli via an integration.
- Website: Enter the company's website URL.
- Phone number: Enter the phone number for the company.
- Address: Fill in the company's address.
- City: Enter the city where the company is located.
- State: Enter the state.
- Postal code: Enter the postal code for the company's address.
- Country: Select the country from the dropdown menu.
Step 3: After creating the company, you can link contacts to it. Click on the Link contacts button on the right side of the company details page.
Step 4: You can either link existing contacts or create a new contact:
- To link an existing contact, select the contact from the list.
- To create a new contact, fill in the contact's details, including email, first name, last name, and phone number, then click Create.
Step 5: The newly added contact should now appear under the company's linked contacts. You can verify this by checking the contact list.