Answer
Open Suppliers, create the supplier master with clear contact and finance details, save it, then use that supplier in purchase and ledger workflows.
Before you start
- Check that the supplier is not already in the system under another spelling.
- Collect the supplier name, phone number and any finance-related details needed by the branch.
- Know whether you will use the supplier immediately for receiving, returns or payables.
Step-by-step guide
- Open Suppliers and search for the name before adding a new record.
- Enter the supplier details clearly, using a name staff will recognize during receiving and finance work.
- Save the supplier and confirm the record appears in the supplier list.
- Use the saved supplier in purchase bills, returns or supplier ledger workflows as needed.
How to confirm it worked
- The supplier is selectable in receiving or finance pages.
- The master name is clear and not duplicated.
- Supplier-side follow-up pages can find the new record later.
Common mistakes
- Creating duplicate suppliers with slightly different names.
- Saving the supplier without enough contact detail for follow-up.
- Using a temporary name that staff will not recognize later.
Do this in Cellivo
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More answers
How do I create a new customer profile?
Open Customers, create the profile with clean contact details, save it, then use the new customer in POS, returns or ledger workflows.
How do I change staff access or details for an existing user?
Open Users, find the staff account, update the access or profile details carefully, then verify the branch or role context the user should work under.
How do I move my work context to another branch?
Use Branch Select to change the active branch before you start sales, receiving or reporting. Always confirm the branch change worked before entering transactions.