Create and Manage Suppliers Workflow

Use this workflow when adding a new supplier to BackstockOps.

Before You Start

Gather the supplier's company name, account number, contact details, and any purchase order requirements your team already has.

Steps

1. Open Suppliers.
2. Choose the option to add a supplier.
3. Enter the supplier name and company details.
4. Add account number and contact details if available.
5. Add address, phone, toll-free phone, fax, or notes if those details are useful for purchasing.
6. Save the supplier.
7. Open the saved supplier record.
8. Add supplier SKU mappings manually or prepare a CSV import.
9. If this supplier requires a special PO CSV format, configure the supplier-specific PO CSV layout.

What Happens Next

The supplier can now be used in mapping, replenishment, purchase order, and CSV export workflows.