Create a new supplier

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:
  1. Name: Enter the company's name (e.g., John).
  2. Type: Select Tenant from the dropdown menu to specify the company type.
  3. Website: Enter the company's website URL (if applicable).
  4. Phone number: Enter the contact phone number for the company.
  5. Address: Fill in the company's address.
  6. City: Enter the city where the company is located.
  7. State: Enter the state (if applicable).
  8. Postal code: Enter the postal code for the company's address.
  9. 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:
  1. To link an existing contact, select the contact from the list.
  2. 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.




If you have any questions, please contact our Support team.

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